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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 | $12,875 | $91,439-85.9% | $135,974-90.5% | $71,511-82.0% |
| Participation rate | 36.6% | 75.7%-39.0pp | 81.9%-45.3pp | 67.9%-31.3pp |
| Annual return | 18.92% | 29.90%-11.0pp | 68.30%-49.4pp | 28.86%-9.9pp |
| Employer contribution / active EE | $1,370 | $3,705-63.0% | $4,859-71.8% | $2,589-47.1% |
| Participant deferral / active EE | $2,123 | $7,093-70.1% | $7,760-72.6% | $4,291-50.5% |
| Admin fee / account holder | $6,925 | $1,267+446.7% | $10,767-35.7% | $1,588+335.9% |