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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 | $25,547 | $80,983-68.5% | $96,544-73.5% | $75,177-66.0% |
| Participation rate | 68.3% | 71.8%-3.5pp | 76.0%-7.7pp | 67.2%+1.1pp |
| Annual return | 18.14% | 27.05%-8.9pp | 25.88%-7.7pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,437 | $2,282-37.0% | $2,966-51.6% | $2,671-46.2% |
| Participant deferral / active EE | $1,595 | $3,929-59.4% | $4,851-67.1% | $4,126-61.3% |
| Admin fee / account holder | $2,055 | $6,717-69.4% | $8,254-75.1% | $5,651-63.6% |