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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 | $11,133 | $64,359-82.7% | $90,161-87.7% | $70,126-84.1% |
| Participation rate | 44.0% | 70.4%-26.4pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 15.17% | 28.13%-13.0pp | 34.89%-19.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $418 | $2,046-79.6% | $3,318-87.4% | $2,343-82.2% |
| Participant deferral / active EE | $595 | $4,389-86.4% | $5,287-88.7% | $3,332-82.1% |
| Admin fee / account holder | $1,943 | $3,945-50.7% | $5,943-67.3% | $4,645-58.2% |