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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 | $18,202 | $73,978-75.4% | $96,515-81.1% | $75,173-75.8% |
| Participation rate | 14.3% | 66.4%-52.1pp | 74.3%-60.1pp | 67.2%-52.9pp |
| Annual return | 13.97% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $813 | $2,931-72.3% | $3,740-78.3% | $2,671-69.6% |
| Participant deferral / active EE | $943 | $3,660-74.2% | $4,880-80.7% | $4,126-77.1% |
| Admin fee / account holder | $3,946 | $5,219-24.4% | $6,735-41.4% | $5,651-30.2% |