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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 | $13,364 | $86,949-84.6% | $102,460-87.0% | $80,959-83.5% |
| Participation rate | 40.5% | 72.4%-31.8pp | 76.5%-36.0pp | 67.7%-27.1pp |
| Annual return | 12.04% | 18.89%-6.9pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $854 | $2,370-63.9% | $3,025-71.8% | $2,757-69.0% |
| Participant deferral / active EE | $1,545 | $4,121-62.5% | $5,056-69.4% | $4,300-64.1% |
| Admin fee / account holder | $2,566 | $8,048-68.1% | $9,460-72.9% | $6,925-63.0% |