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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 | $25,166 | $199,109-87.4% | $173,730-85.5% | $154,746-83.7% |
| Participation rate | 41.2% | 82.8%-41.6pp | 79.6%-38.4pp | 80.7%-39.5pp |
| Annual return | 16.56% | 20.02%-3.5pp | 19.96%-3.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,295 | $5,311-75.6% | $4,577-71.7% | $4,379-70.4% |
| Participant deferral / active EE | $2,226 | $7,113-68.7% | $6,326-64.8% | $6,730-66.9% |
| Admin fee / account holder | $15,423 | $20,916-26.3% | $17,523-12.0% | $14,365+7.4% |