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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 | $24,687 | $80,983-69.5% | $96,544-74.4% | $75,177-67.2% |
| Participation rate | 66.1% | 71.8%-5.7pp | 76.0%-9.9pp | 67.2%-1.1pp |
| Annual return | 13.38% | 27.05%-13.7pp | 25.88%-12.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,575 | $3,929-59.9% | $4,851-67.5% | $4,126-61.8% |
| Admin fee / account holder | $1,618 | $6,717-75.9% | $8,254-80.4% | $5,651-71.4% |