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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 | $28,369 | $125,797-77.4% | $170,057-83.3% | $75,177-62.3% |
| Participation rate | 67.7% | 83.6%-15.9pp | 87.0%-19.3pp | 67.2%+0.5pp |
| Annual return | 26.34% | 27.20%-0.9pp | 53.42%-27.1pp | 160.75%-134.4pp |
| Employer contribution / active EE | $1,512 | $4,616-67.2% | $6,790-77.7% | $2,671-43.4% |
| Participant deferral / active EE | $2,261 | $6,838-66.9% | $10,411-78.3% | $4,126-45.2% |
| Admin fee / account holder | $1,701 | $8,177-79.2% | $12,826-86.7% | $5,651-69.9% |