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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 | $32,542 | $97,648-66.7% | $121,663-73.3% | $87,485-62.8% |
| Participation rate | 21.6% | 70.5%-48.9pp | 74.5%-52.9pp | 68.9%-47.4pp |
| Annual return | 15.42% | 18.03%-2.6pp | 147.54%-132.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $785 | $2,300-65.9% | $3,020-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $1,260 | $3,923-67.9% | $4,887-74.2% | $4,274-70.5% |
| Admin fee / account holder | $11,854 | $11,100+6.8% | $14,289-17.0% | $7,775+52.5% |