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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 | $27,150 | $138,393-80.4% | $184,256-85.3% | $80,959-66.5% |
| Participation rate | 62.1% | 83.9%-21.8pp | 86.8%-24.8pp | 67.7%-5.6pp |
| Annual return | 12.36% | 20.01%-7.7pp | 28.85%-16.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,907 | $4,847-60.7% | $6,427-70.3% | $2,757-30.8% |
| Participant deferral / active EE | $2,729 | $7,076-61.4% | $9,133-70.1% | $4,300-36.5% |
| Admin fee / account holder | $3,805 | $10,489-63.7% | $13,899-72.6% | $6,925-45.1% |