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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 | $10,098 | $58,099-82.6% | $76,902-86.9% | $75,177-86.6% |
| Participation rate | 56.0% | 63.9%-7.9pp | 69.6%-13.6pp | 67.2%-11.2pp |
| Annual return | 15.02% | 26.71%-11.7pp | 37.91%-22.9pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,098 | $1,996-45.0% | $2,534-56.7% | $2,671-58.9% |
| Participant deferral / active EE | $513 | $2,999-82.9% | $3,833-86.6% | $4,126-87.6% |
| Admin fee / account holder | $1,153 | $4,778-75.9% | $5,479-79.0% | $5,651-79.6% |