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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 | $20,789 | $135,956-84.7% | $123,894-83.2% | $273,972-92.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.60% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $981 | $5,170-81.0% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $1,529 | $6,343-75.9% | $5,984-74.4% | $5,287-71.1% |
| Admin fee / account holder | $413 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |