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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 | $18,838 | $54,541-65.5% | $78,778-76.1% | $70,126-73.1% |
| Participation rate | 9.4% | 60.8%-51.4pp | 69.2%-59.8pp | 69.5%-60.1pp |
| Annual return | 13.35% | 21.07%-7.7pp | 35.62%-22.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $250 | $2,210-88.7% | $2,958-91.6% | $3,332-92.5% |
| Admin fee / account holder | $2,616 | $3,709-29.5% | $5,134-49.0% | $4,645-43.7% |