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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 | $14,423 | $72,177-80.0% | $115,037-87.5% | $59,632-75.8% |
| Participation rate | 51.6% | 72.6%-20.9pp | 81.4%-29.8pp | 68.7%-17.1pp |
| Annual return | 1.41% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $1,250 | $2,841-56.0% | $4,608-72.9% | $2,203-43.3% |
| Participant deferral / active EE | $1,704 | $4,783-64.4% | $6,026-71.7% | $3,192-46.6% |
| Admin fee / account holder | $6,331 | $4,927+28.5% | $8,175-22.6% | $4,297+47.3% |