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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 | $20,730 | $123,478-83.2% | $216,567-90.4% | $94,015-78.0% |
| Participation rate | 30.0% | 75.1%-45.1pp | 81.6%-51.6pp | 70.8%-40.8pp |
| Annual return | 12.83% | 23.61%-10.8pp | 12.94%-0.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,049 | $3,136-66.5% | $5,216-79.9% | $2,790-62.4% |
| Participant deferral / active EE | $1,765 | $4,556-61.3% | $6,191-71.5% | $4,249-58.5% |
| Admin fee / account holder | $6,170 | $12,753-51.6% | $21,981-71.9% | $8,951-31.1% |