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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 | $13,979 | $81,504-82.8% | $102,437-86.4% | $80,959-82.7% |
| Participation rate | 28.6% | 66.9%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 20.23% | 25.60%-5.4pp | 24.95%-4.7pp | 35.67%-15.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $443 | $3,871-88.6% | $5,060-91.3% | $4,300-89.7% |
| Admin fee / account holder | $1,333 | $6,719-80.2% | $8,388-84.1% | $6,925-80.8% |