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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,963 | $48,078-73.0% | $78,676-83.5% | $62,881-79.4% |
| Participation rate | 25.8% | 65.2%-39.4pp | 73.6%-47.8pp | 69.3%-43.5pp |
| Annual return | 5.25% | 31.36%-26.1pp | 62.19%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $380 | $2,015-81.1% | $2,850-86.7% | $2,281-83.3% |
| Participant deferral / active EE | $432 | $2,587-83.3% | $3,517-87.7% | $3,203-86.5% |
| Admin fee / account holder | $1,934 | $3,206-39.7% | $4,510-57.1% | $4,296-55.0% |