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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 | $12,634 | $65,367-80.7% | $92,915-86.4% | $72,976-82.7% |
| Participation rate | 66.1% | 68.3%-2.2pp | 76.0%-9.9pp | 69.5%-3.4pp |
| Annual return | 17.15% | 42.11%-25.0pp | 109.45%-92.3pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,310 | $2,594-49.5% | $3,653-64.2% | $2,440-46.3% |
| Participant deferral / active EE | $184 | $3,128-94.1% | $4,238-95.6% | $3,608-94.9% |
| Admin fee / account holder | $404 | $4,251-90.5% | $5,796-93.0% | $5,124-92.1% |