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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 | $11,863 | $162,136-92.7% | $152,301-92.2% | $154,746-92.3% |
| Participation rate | 47.6% | 84.1%-36.5pp | 82.4%-34.8pp | 80.7%-33.1pp |
| Annual return | 17.58% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,994 | $4,890-38.8% | $4,624-35.3% | $4,379-31.6% |
| Participant deferral / active EE | $976 | $8,341-88.3% | $8,004-87.8% | $6,730-85.5% |
| Admin fee / account holder | $12,970 | $15,759-17.7% | $14,398-9.9% | $14,365-9.7% |