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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 | $22,184 | $89,370-75.2% | $141,197-84.3% | $72,976-69.6% |
| Participation rate | 66.3% | 75.1%-8.9pp | 82.5%-16.2pp | 69.5%-3.2pp |
| Annual return | 22.71% | 111.88%-89.2pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,079 | $3,115-65.4% | $4,736-77.2% | $2,440-55.8% |
| Participant deferral / active EE | $2,026 | $5,419-62.6% | $6,710-69.8% | $3,608-43.8% |
| Admin fee / account holder | $846 | $5,957-85.8% | $10,265-91.8% | $5,124-83.5% |