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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 | $12,219 | $58,493-79.1% | $84,023-85.5% | $72,976-83.3% |
| Participation rate | 55.8% | 61.2%-5.4pp | 69.0%-13.2pp | 69.5%-13.7pp |
| Annual return | 23.53% | 28.93%-5.4pp | 71.32%-47.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $461 | $1,163-60.3% | $1,984-76.8% | $2,440-81.1% |
| Participant deferral / active EE | $1,065 | $2,394-55.5% | $3,239-67.1% | $3,608-70.5% |
| Admin fee / account holder | $1,982 | $4,569-56.6% | $6,102-67.5% | $5,124-61.3% |