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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 | $15,351 | $60,165-74.5% | $74,184-79.3% | $55,167-72.2% |
| Participation rate | 50.5% | 74.2%-23.7pp | 76.6%-26.2pp | 69.0%-18.5pp |
| Annual return | 8.12% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $628 | $1,600-60.7% | $2,370-73.5% | $1,963-68.0% |
| Participant deferral / active EE | $1,348 | $2,973-54.7% | $3,550-62.0% | $3,054-55.9% |
| Admin fee / account holder | $1,755 | $419+318.6% | $5,586-68.6% | $504+248.3% |