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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 | $16,533 | $78,423-78.9% | $95,964-82.8% | $79,856-79.3% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $530 | $1,945-72.7% | $2,541-79.1% | $2,471-78.5% |
| Participant deferral / active EE | $1,213 | $3,440-64.7% | $4,167-70.9% | $3,741-67.6% |
| Admin fee / account holder | $3,258 | $5,622-42.0% | $6,797-52.1% | $5,306-38.6% |