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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 | $16,583 | $72,273-77.1% | $101,275-83.6% | $79,856-79.2% |
| Participation rate | 21.2% | 68.5%-47.2pp | 75.8%-54.6pp | 69.6%-48.4pp |
| Annual return | 33.94% | 22.30%+11.6pp | 46.48%-12.5pp | 31.71%+2.2pp |
| Employer contribution / active EE | $614 | $2,691-77.2% | $3,660-83.2% | $2,471-75.2% |
| Participant deferral / active EE | $899 | $3,282-72.6% | $4,371-79.4% | $3,741-76.0% |
| Admin fee / account holder | $989 | $4,401-77.5% | $5,948-83.4% | $5,306-81.4% |