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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 | $13,877 | $67,602-79.5% | $82,312-83.1% | $70,126-80.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.3pp |
| Annual return | 14.31% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $372 | $1,755-78.8% | $2,428-84.7% | $2,343-84.1% |
| Participant deferral / active EE | $759 | $2,987-74.6% | $3,706-79.5% | $3,332-77.2% |
| Admin fee / account holder | $1,541 | $4,512-65.8% | $5,608-72.5% | $4,645-66.8% |