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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 | $25,200 | $80,983-68.9% | $96,544-73.9% | $75,177-66.5% |
| Participation rate | 25.5% | 71.8%-46.3pp | 76.0%-50.5pp | 67.2%-41.8pp |
| Annual return | 17.87% | 27.05%-9.2pp | 25.88%-8.0pp | 160.75%-142.9pp |
| Employer contribution / active EE | $836 | $2,282-63.4% | $2,966-71.8% | $2,671-68.7% |
| Participant deferral / active EE | $1,276 | $3,929-67.5% | $4,851-73.7% | $4,126-69.1% |
| Admin fee / account holder | $1,922 | $6,717-71.4% | $8,254-76.7% | $5,651-66.0% |