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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 | $24,171 | $101,798-76.3% | $165,071-85.4% | $80,935-70.1% |
| Participation rate | 29.3% | 71.8%-42.5pp | 78.6%-49.3pp | 67.7%-38.4pp |
| Annual return | 14.09% | 16.73%-2.6pp | 70.17%-56.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $898 | $2,954-69.6% | $4,347-79.4% | $2,757-67.4% |
| Participant deferral / active EE | $1,371 | $4,476-69.4% | $6,035-77.3% | $4,299-68.1% |
| Admin fee / account holder | $942 | $8,221-88.5% | $12,695-92.6% | $6,924-86.4% |