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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 | $18,204 | $127,689-85.7% | $146,866-87.6% | $65,191-72.1% |
| Participation rate | 26.9% | 68.4%-41.5pp | 82.5%-55.7pp | 63.0%-36.1pp |
| Annual return | 11.33% | 22.89%-11.6pp | 102.85%-91.5pp | 51.24%-39.9pp |
| Employer contribution / active EE | $383 | $4,150-90.8% | $4,425-91.4% | $2,400-84.1% |
| Participant deferral / active EE | $530 | $6,458-91.8% | $7,759-93.2% | $2,671-80.1% |
| Admin fee / account holder | $1,462 | $1,041+40.4% | $13,620-89.3% | $907+61.2% |