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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 | $14,173 | $95,762-85.2% | $379,746-96.3% | $79,852-82.3% |
| Participation rate | 28.8% | 74.0%-45.2pp | 78.4%-49.6pp | 69.6%-40.8pp |
| Annual return | 15.90% | 18.26%-2.4pp | 34.90%-19.0pp | 31.72%-15.8pp |
| Employer contribution / active EE | $641 | $2,695-76.2% | $3,540-81.9% | $2,471-74.1% |
| Participant deferral / active EE | $1,081 | $4,705-77.0% | $6,024-82.1% | $3,740-71.1% |
| Admin fee / account holder | $1,279 | $6,745-81.0% | $7,927-83.9% | $5,306-75.9% |