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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 | $30,612 | $138,393-77.9% | $184,256-83.4% | $80,959-62.2% |
| Participation rate | 46.9% | 83.9%-37.0pp | 86.8%-40.0pp | 67.7%-20.8pp |
| Annual return | 11.59% | 20.01%-8.4pp | 28.85%-17.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,511 | $7,076-64.5% | $9,133-72.5% | $4,300-41.6% |
| Admin fee / account holder | $2,187 | $10,489-79.1% | $13,899-84.3% | $6,925-68.4% |