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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 | $22,340 | $106,749-79.1% | $145,433-84.6% | $82,448-72.9% |
| Participation rate | 35.3% | 75.6%-40.4pp | 82.1%-46.8pp | 68.1%-32.8pp |
| Annual return | 18.26% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $932 | $3,444-72.9% | $4,554-79.5% | $2,551-63.5% |
| Participant deferral / active EE | $1,205 | $6,519-81.5% | $7,897-84.7% | $4,139-70.9% |
| Admin fee / account holder | $1,298 | $8,390-84.5% | $13,129-90.1% | $7,234-82.1% |