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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 | $15,305 | $70,002-78.1% | $115,038-86.7% | $52,331-70.8% |
| Participation rate | 45.4% | 72.1%-26.7pp | 81.4%-36.0pp | 68.1%-22.7pp |
| Annual return | 20.90% | 4.04%+16.9pp | 26.14%-5.2pp | 4.54%+16.4pp |
| Employer contribution / active EE | $1,063 | $2,715-60.9% | $4,608-76.9% | $1,882-43.5% |
| Participant deferral / active EE | $2,162 | $4,920-56.0% | $6,026-64.1% | $3,022-28.4% |
| Admin fee / account holder | $2,311 | $566+308.3% | $8,175-71.7% | $592+290.6% |