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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 | $18,922 | $201,344-90.6% | $184,243-89.7% | $145,877-87.0% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 9.70% | 29.01%-19.3pp | 28.82%-19.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,663 | $7,022-76.3% | $6,427-74.1% | $4,663-64.3% |
| Participant deferral / active EE | $2,428 | $9,807-75.2% | $9,132-73.4% | $6,691-63.7% |
| Admin fee / account holder | $25,143 | $16,382+53.5% | $13,914+80.7% | $13,402+87.6% |