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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 | $12,719 | $80,992-84.3% | $96,534-86.8% | $75,173-83.1% |
| Participation rate | 33.3% | 71.8%-38.5pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 20.55% | 27.05%-6.5pp | 25.88%-5.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,362 | $3,929-65.3% | $4,851-71.9% | $4,126-67.0% |
| Admin fee / account holder | $444 | $6,717-93.4% | $8,253-94.6% | $5,651-92.2% |