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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 | $123,478-72.2% | $216,567-84.1% | $94,015-63.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 81.6%-31.6pp | 70.8%-20.8pp |
| Annual return | 15.45% | 23.61%-8.2pp | 12.94%+2.5pp | 17.84%-2.4pp |
| Employer contribution / active EE | $880 | $3,136-71.9% | $5,216-83.1% | $2,790-68.4% |
| Participant deferral / active EE | $1,953 | $4,556-57.1% | $6,191-68.5% | $4,249-54.0% |
| Admin fee / account holder | $1,349 | $12,753-89.4% | $21,981-93.9% | $8,951-84.9% |