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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 | $15,803 | $110,286-85.7% | $96,569-83.6% | $139,427-88.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.85% | 26.39%-4.5pp | 25.87%-4.0pp | 373.27%-351.4pp |
| Employer contribution / active EE | $1,129 | $3,619-68.8% | $2,965-61.9% | $4,752-76.2% |
| Participant deferral / active EE | $1,363 | $5,546-75.4% | $4,851-71.9% | $6,711-79.7% |
| Admin fee / account holder | $2,127 | $11,592-81.7% | $8,251-74.2% | $11,404-81.4% |