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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 | $35,492 | $95,593-62.9% | $121,663-70.8% | $64,728-45.2% |
| Participation rate | 28.1% | 74.9%-46.9pp | 74.5%-46.4pp | 57.9%-29.8pp |
| Annual return | 19.99% | 11.26%+8.7pp | 147.54%-127.6pp | 49.38%-29.4pp |
| Employer contribution / active EE | $920 | $4,093-77.5% | $3,020-69.5% | $2,243-59.0% |
| Participant deferral / active EE | $1,529 | $3,994-61.7% | $4,887-68.7% | $2,729-44.0% |
| Admin fee / account holder | $3,876 | $813+376.6% | $14,289-72.9% | $1,145+238.5% |