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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 | $12,097 | $67,595-82.1% | $186,193-93.5% | $64,340-81.2% |
| Participation rate | 22.0% | 51.9%-30.0pp | 77.1%-55.1pp | 55.2%-33.3pp |
| Annual return | 20.32% | 17.46%+2.9pp | 78.03%-57.7pp | 24.14%-3.8pp |
| Employer contribution / active EE | $453 | $1,513-70.1% | $3,918-88.4% | $1,862-75.7% |
| Participant deferral / active EE | $740 | $3,023-75.5% | $6,513-88.6% | $2,980-75.2% |
| Admin fee / account holder | $2,676 | $5,311-49.6% | $11,058-75.8% | $3,703-27.7% |