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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 | $18,794 | $67,602-72.2% | $82,312-77.2% | $70,126-73.2% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.9%-49.3pp | 69.5%-42.0pp |
| Annual return | 14.62% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $735 | $1,755-58.1% | $2,428-69.7% | $2,343-68.6% |
| Participant deferral / active EE | $924 | $2,987-69.1% | $3,706-75.1% | $3,332-72.3% |
| Admin fee / account holder | $3,936 | $4,512-12.8% | $5,608-29.8% | $4,645-15.3% |