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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 | $19,087 | $54,541-65.0% | $78,778-75.8% | $70,124-72.8% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 18.66% | 21.07%-2.4pp | 35.62%-17.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $440 | $1,089-59.6% | $1,986-77.8% | $2,342-81.2% |
| Participant deferral / active EE | $760 | $2,210-65.6% | $2,958-74.3% | $3,332-77.2% |
| Admin fee / account holder | $1,006 | $3,709-72.9% | $5,134-80.4% | $4,645-78.4% |