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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 | $10,789 | $53,774-79.9% | $134,162-92.0% | $79,856-86.5% |
| Participation rate | 54.8% | 58.8%-3.9pp | 72.2%-17.3pp | 69.6%-14.8pp |
| Annual return | 14.63% | 19.01%-4.4pp | 36.35%-21.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $848 | $1,322-35.9% | $3,705-77.1% | $2,471-65.7% |
| Participant deferral / active EE | $728 | $2,420-69.9% | $3,500-79.2% | $3,741-80.5% |
| Admin fee / account holder | $3,055 | $3,985-23.3% | $6,685-54.3% | $5,306-42.4% |