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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 | $34,340 | $114,712-70.1% | $173,730-80.2% | $87,485-60.7% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 15.45% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $880 | $2,904-69.7% | $4,577-80.8% | $2,596-66.1% |
| Participant deferral / active EE | $1,953 | $4,642-57.9% | $6,326-69.1% | $4,274-54.3% |
| Admin fee / account holder | $1,349 | $10,210-86.8% | $17,523-92.3% | $7,775-82.7% |