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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 | $19,039 | $74,535-74.5% | $100,712-81.1% | $82,637-77.0% |
| Participation rate | 9.7% | 61.2%-51.5pp | 69.3%-59.6pp | 68.1%-58.4pp |
| Annual return | 16.75% | 18.92%-2.2pp | 33.27%-16.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $349 | $1,503-76.8% | $2,313-84.9% | $2,552-86.3% |
| Participant deferral / active EE | $697 | $3,074-77.3% | $4,085-82.9% | $4,126-83.1% |
| Admin fee / account holder | $2,631 | $6,576-60.0% | $9,256-71.6% | $7,339-64.2% |