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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 | $22,636 | $86,949-74.0% | $102,460-77.9% | $80,959-72.0% |
| Participation rate | 51.2% | 72.4%-21.2pp | 76.5%-25.3pp | 67.7%-16.5pp |
| Annual return | 15.51% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $949 | $2,370-59.9% | $3,025-68.6% | $2,757-65.6% |
| Participant deferral / active EE | $1,456 | $4,121-64.7% | $5,056-71.2% | $4,300-66.1% |
| Admin fee / account holder | $426 | $8,048-94.7% | $9,460-95.5% | $6,925-93.9% |