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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 | $22,175 | $115,931-80.9% | $185,441-88.0% | $86,983-74.5% |
| Participation rate | 64.3% | 73.6%-9.3pp | 80.3%-16.0pp | 69.5%-5.3pp |
| Annual return | 17.60% | 21.47%-3.9pp | 20.16%-2.6pp | 25.83%-8.2pp |
| Employer contribution / active EE | $1,633 | $2,937-44.4% | $4,672-65.1% | $2,584-36.8% |
| Participant deferral / active EE | $1,985 | $4,551-56.4% | $6,152-67.7% | $4,194-52.7% |
| Admin fee / account holder | $2,097 | $10,687-80.4% | $17,890-88.3% | $7,856-73.3% |