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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 | $12,783 | $61,391-79.2% | $149,723-91.5% | $71,529-82.1% |
| Participation rate | 40.8% | 62.5%-21.7pp | 78.8%-38.0pp | 67.9%-27.1pp |
| Annual return | 14.96% | 35.88%-20.9pp | 134.50%-119.5pp | 28.97%-14.0pp |
| Employer contribution / active EE | $521 | $2,384-78.2% | $4,821-89.2% | $2,590-79.9% |
| Participant deferral / active EE | $755 | $2,921-74.2% | $5,682-86.7% | $4,291-82.4% |
| Admin fee / account holder | $959 | $1,264-24.2% | $13,215-92.7% | $1,588-39.6% |