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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 | $12,801 | $56,894-77.5% | $84,753-84.9% | $62,881-79.6% |
| Participation rate | 26.7% | 68.5%-41.9pp | 76.6%-49.9pp | 69.3%-42.6pp |
| Annual return | 6.24% | 6.30%-0.1pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $456 | $2,400-81.0% | $3,574-87.3% | $2,281-80.0% |
| Participant deferral / active EE | $925 | $2,709-65.9% | $3,712-75.1% | $3,203-71.1% |
| Admin fee / account holder | $1,320 | $3,581-63.1% | $5,333-75.2% | $4,296-69.3% |