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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 | $11,392 | $56,894-80.0% | $84,753-86.6% | $62,881-81.9% |
| Participation rate | 35.6% | 68.5%-32.9pp | 76.6%-41.0pp | 69.3%-33.7pp |
| Annual return | 26.75% | 6.30%+20.4pp | 22.78%+4.0pp | 20.14%+6.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $592 | $2,709-78.1% | $3,712-84.0% | $3,203-81.5% |
| Admin fee / account holder | $2,153 | $3,581-39.9% | $5,333-59.6% | $4,296-49.9% |