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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 | $28,821 | $95,404-69.8% | $113,397-74.6% | $82,637-65.1% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.4pp |
| Annual return | 12.52% | 19.08%-6.6pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,026 | $2,307-55.5% | $2,977-65.5% | $2,552-59.8% |
| Participant deferral / active EE | $1,516 | $4,220-64.1% | $5,076-70.1% | $4,126-63.3% |
| Admin fee / account holder | $4,759 | $9,168-48.1% | $11,957-60.2% | $7,339-35.1% |