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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 | $21,181 | $87,060-75.7% | $105,591-79.9% | $80,911-73.8% |
| Participation rate | 26.7% | 70.4%-43.7pp | 75.3%-48.5pp | 67.6%-40.9pp |
| Annual return | 12.35% | 17.05%-4.7pp | 116.43%-104.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $665 | $2,396-72.2% | $3,166-79.0% | $2,756-75.9% |
| Participant deferral / active EE | $1,045 | $3,986-73.8% | $5,008-79.1% | $4,297-75.7% |
| Admin fee / account holder | $2,206 | $8,442-73.9% | $11,024-80.0% | $6,935-68.2% |