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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 | $17,201 | $76,551-77.5% | $123,894-86.1% | $62,881-72.6% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 6.14% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $464 | $2,882-83.9% | $4,617-90.0% | $2,281-79.7% |
| Participant deferral / active EE | $927 | $4,840-80.8% | $5,984-84.5% | $3,203-71.0% |
| Admin fee / account holder | $10,805 | $4,826+123.9% | $8,357+29.3% | $4,296+151.5% |