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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 | $16,196 | $73,787-78.1% | $98,716-83.6% | $82,448-80.4% |
| Participation rate | 12.9% | 61.4%-48.5pp | 69.3%-56.4pp | 68.1%-55.2pp |
| Annual return | 18.94% | 18.57%+0.4pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $336 | $1,511-77.8% | $2,279-85.2% | $2,551-86.8% |
| Participant deferral / active EE | $362 | $3,081-88.3% | $4,048-91.1% | $4,139-91.3% |
| Admin fee / account holder | $2,023 | $6,500-68.9% | $8,703-76.8% | $7,234-72.0% |