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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 | $16,611 | $135,956-87.8% | $123,894-86.6% | $273,972-93.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.51% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $926 | $5,170-82.1% | $4,617-79.9% | $4,869-81.0% |
| Participant deferral / active EE | $1,577 | $6,343-75.1% | $5,984-73.6% | $5,287-70.2% |
| Admin fee / account holder | $3,248 | $9,817-66.9% | $8,357-61.1% | $10,133-67.9% |