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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 | $21,175 | $87,834-75.9% | $133,975-84.2% | $62,881-66.3% |
| Participation rate | 68.1% | 83.4%-15.3pp | 87.1%-19.0pp | 69.3%-1.2pp |
| Annual return | 6.44% | 12.05%-5.6pp | 29.29%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $715 | $4,812-85.1% | $6,282-88.6% | $3,203-77.7% |
| Admin fee / account holder | $4,424 | $5,372-17.7% | $9,324-52.6% | $4,296+3.0% |