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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 | $30,844 | $97,550-68.4% | $120,344-74.4% | $87,485-64.7% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.7%-30.7pp | 68.9%-22.9pp |
| Annual return | 20.25% | 18.41%+1.8pp | 20.30%-0.1pp | 26.06%-5.8pp |
| Employer contribution / active EE | $752 | $2,291-67.2% | $3,020-75.1% | $2,596-71.0% |
| Participant deferral / active EE | $1,351 | $4,230-68.1% | $5,135-73.7% | $4,274-68.4% |
| Admin fee / account holder | $647 | $9,543-93.2% | $12,742-94.9% | $7,775-91.7% |