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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 | $12,561 | $89,370-85.9% | $141,197-91.1% | $72,976-82.8% |
| Participation rate | 52.4% | 75.1%-22.7pp | 82.5%-30.0pp | 69.5%-17.1pp |
| Annual return | 25.08% | 111.88%-86.8pp | 71.41%-46.3pp | 81.02%-55.9pp |
| Employer contribution / active EE | $849 | $3,115-72.7% | $4,736-82.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,117 | $5,419-79.4% | $6,710-83.4% | $3,608-69.0% |
| Admin fee / account holder | $1,995 | $5,957-66.5% | $10,265-80.6% | $5,124-61.1% |