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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 | $27,067 | $108,825-75.1% | $156,181-82.7% | $82,448-67.2% |
| Participation rate | 48.1% | 72.4%-24.3pp | 78.8%-30.8pp | 68.1%-20.0pp |
| Annual return | 13.31% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $655 | $4,577-85.7% | $6,132-89.3% | $4,139-84.2% |
| Admin fee / account holder | $32,455 | $9,341+247.5% | $14,586+122.5% | $7,234+348.6% |