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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 | $11,969 | $68,398-82.5% | $94,664-87.4% | $75,173-84.1% |
| Participation rate | 26.1% | 76.1%-50.0pp | 80.8%-54.7pp | 67.2%-41.1pp |
| Annual return | 21.60% | 616.72%-595.1pp | 156.84%-135.2pp | 160.72%-139.1pp |
| Employer contribution / active EE | $997 | $2,701-63.1% | $3,673-72.8% | $2,671-62.7% |
| Participant deferral / active EE | $880 | $6,537-86.5% | $7,417-88.1% | $4,126-78.7% |
| Admin fee / account holder | $2,087 | $5,324-60.8% | $7,222-71.1% | $5,651-63.1% |