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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 | $18,615 | $78,423-76.3% | $95,964-80.6% | $79,856-76.7% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 14.26% | 19.37%-5.1pp | 91.64%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $253 | $3,440-92.6% | $4,167-93.9% | $3,741-93.2% |
| Admin fee / account holder | $834 | $5,622-85.2% | $6,797-87.7% | $5,306-84.3% |