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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 | $10,703 | $107,666-90.1% | $102,184-89.5% | $154,746-93.1% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 19.77% | 29.33%-9.6pp | 31.58%-11.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,023 | $3,846-73.4% | $3,594-71.5% | $4,379-76.7% |
| Participant deferral / active EE | $1,359 | $8,719-84.4% | $8,309-83.7% | $6,730-79.8% |
| Admin fee / account holder | $2,559 | $12,943-80.2% | $11,609-78.0% | $14,365-82.2% |