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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 | $11,783 | $59,839-80.3% | $81,991-85.6% | $79,852-85.2% |
| Participation rate | 20.4% | 61.6%-41.2pp | 69.3%-48.8pp | 69.6%-49.2pp |
| Annual return | 12.10% | 17.56%-5.5pp | 41.31%-29.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $295 | $1,713-82.8% | $2,498-88.2% | $2,471-88.1% |
| Participant deferral / active EE | $684 | $2,695-74.6% | $3,722-81.6% | $3,740-81.7% |
| Admin fee / account holder | $2,072 | $4,287-51.7% | $5,665-63.4% | $5,306-61.0% |