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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 | $13,056 | $57,828-77.4% | $117,039-88.8% | $70,126-81.4% |
| Participation rate | 49.4% | 67.1%-17.7pp | 77.2%-27.8pp | 69.5%-20.2pp |
| Annual return | 14.26% | 17.55%-3.3pp | 18.95%-4.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $623 | $1,816-65.7% | $3,785-83.5% | $2,343-73.4% |
| Participant deferral / active EE | $883 | $2,438-63.8% | $3,929-77.5% | $3,332-73.5% |
| Admin fee / account holder | $4,883 | $3,548+37.6% | $5,974-18.3% | $4,645+5.1% |