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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 | $19,510 | $98,766-80.2% | $149,730-87.0% | $79,852-75.6% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.5%-16.7pp | 69.6%-3.8pp |
| Annual return | 12.99% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,774 | $3,217-44.9% | $4,645-61.8% | $2,471-28.2% |
| Participant deferral / active EE | $2,325 | $5,681-59.1% | $6,843-66.0% | $3,740-37.8% |
| Admin fee / account holder | $1,423 | $6,052-76.5% | $9,310-84.7% | $5,306-73.2% |