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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 | $21,918 | $81,334-73.1% | $113,397-80.7% | $64,097-65.8% |
| Participation rate | 26.2% | 65.6%-39.5pp | 76.5%-50.3pp | 55.2%-29.0pp |
| Annual return | 14.57% | 32.50%-17.9pp | 23.20%-8.6pp | 34.64%-20.1pp |
| Employer contribution / active EE | $843 | $2,077-59.4% | $2,977-71.7% | $1,891-55.5% |
| Participant deferral / active EE | $995 | $3,795-73.8% | $5,076-80.4% | $3,080-67.7% |
| Admin fee / account holder | $3,629 | $4,208-13.8% | $11,957-69.6% | $3,454+5.1% |