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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 | $26,881 | $80,983-66.8% | $96,544-72.2% | $75,177-64.2% |
| Participation rate | 29.7% | 71.8%-42.1pp | 76.0%-46.3pp | 67.2%-37.5pp |
| Annual return | 20.33% | 27.05%-6.7pp | 25.88%-5.6pp | 160.75%-140.4pp |
| Employer contribution / active EE | $768 | $2,282-66.4% | $2,966-74.1% | $2,671-71.3% |
| Participant deferral / active EE | $1,125 | $3,929-71.4% | $4,851-76.8% | $4,126-72.7% |
| Admin fee / account holder | $3,003 | $6,717-55.3% | $8,254-63.6% | $5,651-46.9% |