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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 | $13,893 | $65,034-78.6% | $90,970-84.7% | $79,856-82.6% |
| Participation rate | 26.9% | 61.6%-34.7pp | 69.0%-42.1pp | 69.6%-42.7pp |
| Annual return | 37.51% | 30.45%+7.1pp | 134.60%-97.1pp | 31.71%+5.8pp |
| Employer contribution / active EE | $468 | $1,247-62.5% | $2,122-78.0% | $2,471-81.1% |
| Participant deferral / active EE | $572 | $2,512-77.2% | $3,373-83.0% | $3,741-84.7% |
| Admin fee / account holder | $1,073 | $4,536-76.3% | $5,961-82.0% | $5,306-79.8% |