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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 | $23,056 | $80,992-71.5% | $96,534-76.1% | $75,173-69.3% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 16.82% | 27.05%-10.2pp | 25.88%-9.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $848 | $2,283-62.8% | $2,965-71.4% | $2,671-68.3% |
| Participant deferral / active EE | $1,696 | $3,929-56.8% | $4,851-65.0% | $4,126-58.9% |
| Admin fee / account holder | $2,323 | $6,717-65.4% | $8,253-71.9% | $5,651-58.9% |