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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 | $14,096 | $61,390-77.0% | $112,228-87.4% | $75,177-81.2% |
| Participation rate | 27.0% | 61.6%-34.7pp | 72.4%-45.5pp | 67.2%-40.2pp |
| Annual return | 14.73% | 28.47%-13.7pp | 30.23%-15.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $538 | $2,015-73.3% | $3,432-84.3% | $2,671-79.9% |
| Participant deferral / active EE | $1,079 | $3,108-65.3% | $4,800-77.5% | $4,126-73.8% |
| Admin fee / account holder | $964 | $4,862-80.2% | $7,752-87.6% | $5,651-82.9% |