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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 | $19,637 | $76,371-74.3% | $93,621-79.0% | $72,976-73.1% |
| Participation rate | 61.7% | 71.8%-10.1pp | 75.8%-14.1pp | 69.5%-7.8pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $728 | $3,538-79.4% | $4,070-82.1% | $3,608-79.8% |
| Admin fee / account holder | $6,668 | $6,839-2.5% | $7,890-15.5% | $5,124+30.1% |