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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 | $12,929 | $63,082-79.5% | $81,716-84.2% | $79,852-83.8% |
| Participation rate | 56.0% | 67.5%-11.5pp | 72.0%-16.0pp | 69.6%-13.6pp |
| Annual return | 13.75% | 22.66%-8.9pp | 29.49%-15.7pp | 31.72%-18.0pp |
| Employer contribution / active EE | $483 | $1,795-73.1% | $4,310-88.8% | $2,471-80.4% |
| Participant deferral / active EE | $692 | $2,780-75.1% | $7,108-90.3% | $3,740-81.5% |
| Admin fee / account holder | $349 | $4,428-92.1% | $5,159-93.2% | $5,306-93.4% |