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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 | $13,960 | $87,834-84.1% | $133,975-89.6% | $62,881-77.8% |
| Participation rate | 57.1% | 83.4%-26.2pp | 87.1%-29.9pp | 69.3%-12.2pp |
| Annual return | 5.91% | 12.05%-6.1pp | 29.29%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,429 | $3,482-59.0% | $5,211-72.6% | $2,281-37.4% |
| Participant deferral / active EE | $1,826 | $4,812-62.1% | $6,282-70.9% | $3,203-43.0% |
| Admin fee / account holder | $817 | $5,372-84.8% | $9,324-91.2% | $4,296-81.0% |