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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 | $11,990 | $48,364-75.2% | $71,796-83.3% | $62,881-80.9% |
| Participation rate | 32.7% | 60.6%-27.9pp | 69.1%-36.4pp | 69.3%-36.6pp |
| Annual return | 5.30% | 13.16%-7.9pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $539 | $1,042-48.3% | $1,924-72.0% | $2,281-76.4% |
| Participant deferral / active EE | $757 | $2,091-63.8% | $2,794-72.9% | $3,203-76.4% |
| Admin fee / account holder | $1,681 | $3,771-55.4% | $4,815-65.1% | $4,296-60.9% |