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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 | $10,291 | $123,155-91.6% | $108,753-90.5% | $155,188-93.4% |
| Participation rate | 35.0% | 75.6%-40.6pp | 71.1%-36.1pp | 80.8%-45.8pp |
| Annual return | 22.08% | 44.73%-22.7pp | 37.47%-15.4pp | 148.84%-126.8pp |
| Employer contribution / active EE | $740 | $2,811-73.7% | $2,427-69.5% | $4,248-82.6% |
| Participant deferral / active EE | $906 | $4,623-80.4% | $4,115-78.0% | $6,531-86.1% |
| Admin fee / account holder | $2,680 | $12,126-77.9% | $10,320-74.0% | $14,480-81.5% |