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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 | $24,117 | $86,919-72.3% | $102,457-76.5% | $80,911-70.2% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.6%-4.4pp |
| Annual return | 12.89% | 18.90%-6.0pp | 29.41%-16.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $721 | $2,368-69.6% | $3,022-76.2% | $2,756-73.9% |
| Participant deferral / active EE | $1,486 | $4,119-63.9% | $5,054-70.6% | $4,297-65.4% |
| Admin fee / account holder | $16,203 | $8,049+101.3% | $9,451+71.4% | $6,935+133.6% |