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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 | $27,121 | $94,031-71.2% | $115,768-76.6% | $82,448-67.1% |
| Participation rate | 32.0% | 70.4%-38.4pp | 74.4%-42.4pp | 68.1%-36.1pp |
| Annual return | 13.37% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $802 | $2,323-65.5% | $2,940-72.7% | $2,551-68.6% |
| Participant deferral / active EE | $1,353 | $3,972-65.9% | $4,917-72.5% | $4,139-67.3% |
| Admin fee / account holder | $5,636 | $10,249-45.0% | $12,439-54.7% | $7,234-22.1% |