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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 | $17,599 | $48,364-63.6% | $71,796-75.5% | $62,881-72.0% |
| Participation rate | 23.8% | 60.6%-36.8pp | 69.1%-45.3pp | 69.3%-45.5pp |
| Annual return | 7.16% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $552 | $1,042-47.0% | $1,924-71.3% | $2,281-75.8% |
| Participant deferral / active EE | $873 | $2,091-58.2% | $2,794-68.7% | $3,203-72.7% |
| Admin fee / account holder | $1,180 | $3,771-68.7% | $4,815-75.5% | $4,296-72.5% |