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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 | $17,085 | $124,425-86.3% | $112,040-84.8% | $137,256-87.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 13.92% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,011 | $3,411-70.4% | $2,954-65.8% | $4,156-75.7% |
| Participant deferral / active EE | $1,389 | $5,718-75.7% | $5,098-72.7% | $6,407-78.3% |
| Admin fee / account holder | $3,164 | $15,207-79.2% | $12,098-73.8% | $12,270-74.2% |