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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 | $31,943 | $95,453-66.5% | $112,040-71.5% | $82,448-61.3% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 23.57% | 23.92%-0.4pp | 24.52%-0.9pp | 41.64%-18.1pp |
| Employer contribution / active EE | $959 | $2,318-58.6% | $2,954-67.5% | $2,551-62.4% |
| Participant deferral / active EE | $1,620 | $4,224-61.6% | $5,098-68.2% | $4,139-60.9% |
| Admin fee / account holder | $330 | $9,013-96.3% | $12,098-97.3% | $7,234-95.4% |