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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 | $16,865 | $76,834-78.1% | $108,359-84.4% | $87,485-80.7% |
| Participation rate | 29.8% | 61.7%-32.0pp | 70.1%-40.4pp | 68.9%-39.2pp |
| Annual return | 13.84% | 19.09%-5.2pp | 36.89%-23.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $499 | $1,556-68.0% | $2,399-79.2% | $2,596-80.8% |
| Participant deferral / active EE | $1,159 | $3,100-62.6% | $4,137-72.0% | $4,274-72.9% |
| Admin fee / account holder | $1,395 | $6,537-78.7% | $9,741-85.7% | $7,775-82.1% |