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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 | $19,091 | $93,346-79.5% | $71,796-73.4% | $273,972-93.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 9.63% | 130.39%-120.8pp | 78.04%-68.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,179 | $2,733-56.9% | $1,924-38.7% | $4,869-75.8% |
| Participant deferral / active EE | $563 | $3,475-83.8% | $2,794-79.8% | $5,287-89.3% |
| Admin fee / account holder | $2,287 | $6,571-65.2% | $4,815-52.5% | $10,133-77.4% |