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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 | $12,430 | $73,102-83.0% | $123,553-89.9% | $56,289-77.9% |
| Participation rate | 27.2% | 74.3%-47.1pp | 82.3%-55.1pp | 69.9%-42.7pp |
| Annual return | 7.84% | 3.01%+4.8pp | 119.21%-111.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,155 | $2,977-61.2% | $4,628-75.0% | $2,111-45.3% |
| Participant deferral / active EE | $1,873 | $5,423-65.5% | $6,426-70.9% | $3,350-44.1% |
| Admin fee / account holder | $3,508 | $554+533.5% | $9,284-62.2% | $521+573.4% |