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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 | $14,005 | $60,349-76.8% | $74,184-81.1% | $62,881-77.7% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.7pp |
| Annual return | 5.34% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,038 | $1,680-38.2% | $2,370-56.2% | $2,281-54.5% |
| Participant deferral / active EE | $221 | $2,856-92.3% | $3,550-93.8% | $3,203-93.1% |
| Admin fee / account holder | $1,636 | $4,261-61.6% | $5,586-70.7% | $4,296-61.9% |