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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 | $25,345 | $123,793-79.5% | $177,840-85.7% | $79,852-68.3% |
| Participation rate | 59.3% | 84.7%-25.4pp | 87.7%-28.5pp | 69.6%-10.4pp |
| Annual return | 12.96% | 22.82%-9.9pp | 48.32%-35.4pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,350 | $4,095-67.0% | $5,919-77.2% | $2,471-45.4% |
| Participant deferral / active EE | $1,989 | $5,956-66.6% | $7,714-74.2% | $3,740-46.8% |
| Admin fee / account holder | $7,861 | $7,243+8.5% | $12,431-36.8% | $5,306+48.2% |