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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 | $13,089 | $94,031-86.1% | $115,768-88.7% | $82,448-84.1% |
| Participation rate | 44.0% | 70.4%-26.4pp | 74.4%-30.4pp | 68.1%-24.1pp |
| Annual return | 23.02% | 20.61%+2.4pp | 100.46%-77.4pp | 41.64%-18.6pp |
| Employer contribution / active EE | $803 | $2,323-65.5% | $2,940-72.7% | $2,551-68.5% |
| Participant deferral / active EE | $1,263 | $3,972-68.2% | $4,917-74.3% | $4,139-69.5% |
| Admin fee / account holder | $1,381 | $10,249-86.5% | $12,439-88.9% | $7,234-80.9% |