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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 | $18,855 | $60,349-68.8% | $74,184-74.6% | $62,881-70.0% |
| Participation rate | 45.5% | 72.7%-27.3pp | 76.6%-31.2pp | 69.3%-23.9pp |
| Annual return | 6.96% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $761 | $1,680-54.7% | $2,370-67.9% | $2,281-66.6% |
| Participant deferral / active EE | $1,090 | $2,856-61.8% | $3,550-69.3% | $3,203-66.0% |
| Admin fee / account holder | $1,354 | $4,261-68.2% | $5,586-75.8% | $4,296-68.5% |