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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 | $20,262 | $81,487-75.1% | $102,412-80.2% | $80,935-75.0% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 14.34% | 25.60%-11.3pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $959 | $3,103-69.1% | $3,870-75.2% | $2,757-65.2% |
| Participant deferral / active EE | $1,010 | $3,871-73.9% | $5,060-80.0% | $4,299-76.5% |
| Admin fee / account holder | $1,501 | $6,717-77.7% | $8,388-82.1% | $6,924-78.3% |