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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 | $10,867 | $51,092-78.7% | $76,735-85.8% | $79,634-86.4% |
| Participation rate | 15.5% | 50.2%-34.7pp | 69.5%-54.0pp | 62.5%-47.0pp |
| Annual return | 16.92% | 18.04%-1.1pp | 29.77%-12.8pp | 36.46%-19.5pp |
| Employer contribution / active EE | $257 | $1,519-83.1% | $2,454-89.5% | $2,529-89.9% |
| Participant deferral / active EE | $421 | $2,529-83.3% | $4,088-89.7% | $3,835-89.0% |
| Admin fee / account holder | $2,087 | $1,865+11.9% | $7,189-71.0% | $1,002+108.3% |