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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 | $23,593 | $67,602-65.1% | $82,312-71.3% | $70,126-66.4% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.9%-17.2pp | 69.5%-9.8pp |
| Annual return | 13.07% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.1pp |
| Employer contribution / active EE | $419 | $1,755-76.1% | $2,428-82.8% | $2,343-82.1% |
| Participant deferral / active EE | $1,213 | $2,987-59.4% | $3,706-67.3% | $3,332-63.6% |
| Admin fee / account holder | $3,262 | $4,512-27.7% | $5,608-41.8% | $4,645-29.8% |