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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 | $13,624 | $84,236-83.8% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 61.0% | 70.8%-9.9pp | 83.6%-22.6pp | 69.5%-8.6pp |
| Annual return | 13.21% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $557 | $3,387-83.5% | $5,432-89.7% | $2,343-76.2% |
| Participant deferral / active EE | $641 | $3,086-79.2% | $4,939-87.0% | $3,332-80.7% |
| Admin fee / account holder | $2,812 | $5,698-50.7% | $13,881-79.7% | $4,645-39.5% |