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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 | $19,318 | $72,177-73.2% | $115,038-83.2% | $59,633-67.6% |
| Participation rate | 53.8% | 72.6%-18.7pp | 81.4%-27.5pp | 68.7%-14.8pp |
| Annual return | 0.18% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,057 | $2,841-62.8% | $4,608-77.1% | $2,203-52.0% |
| Participant deferral / active EE | $1,314 | $4,783-72.5% | $6,026-78.2% | $3,192-58.8% |
| Admin fee / account holder | $5,388 | $4,927+9.4% | $8,175-34.1% | $4,297+25.4% |