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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 | $23,710 | $136,860-82.7% | $120,344-80.3% | $154,746-84.7% |
| Participation rate | 47.4% | 79.9%-32.5pp | 76.7%-29.3pp | 80.7%-33.3pp |
| Annual return | 16.64% | 21.38%-4.7pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,010 | $3,533-71.4% | $3,020-66.6% | $4,379-76.9% |
| Participant deferral / active EE | $1,313 | $5,793-77.3% | $5,135-74.4% | $6,730-80.5% |
| Admin fee / account holder | $661 | $15,393-95.7% | $12,742-94.8% | $14,365-95.4% |