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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 | $17,206 | $81,487-78.9% | $102,412-83.2% | $80,935-78.7% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 15.50% | 25.60%-10.1pp | 24.94%-9.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $896 | $3,103-71.1% | $3,870-76.8% | $2,757-67.5% |
| Participant deferral / active EE | $1,329 | $3,871-65.7% | $5,060-73.7% | $4,299-69.1% |
| Admin fee / account holder | $2,189 | $6,717-67.4% | $8,388-73.9% | $6,924-68.4% |