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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 | $13,837 | $84,236-83.6% | $170,435-91.9% | $70,126-80.3% |
| Participation rate | 45.0% | 70.8%-25.8pp | 83.6%-38.6pp | 69.5%-24.5pp |
| Annual return | 19.54% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $877 | $3,387-74.1% | $5,432-83.9% | $2,343-62.6% |
| Participant deferral / active EE | $396 | $3,086-87.2% | $4,939-92.0% | $3,332-88.1% |
| Admin fee / account holder | $494 | $5,698-91.3% | $13,881-96.4% | $4,645-89.4% |