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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 | $17,191 | $106,749-83.9% | $145,433-88.2% | $82,448-79.1% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 20.50% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,280 | $3,444-62.8% | $4,554-71.9% | $2,551-49.8% |
| Participant deferral / active EE | $2,069 | $6,519-68.3% | $7,897-73.8% | $4,139-50.0% |
| Admin fee / account holder | $766 | $8,390-90.9% | $13,129-94.2% | $7,234-89.4% |