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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 | $34,678 | $121,671-71.5% | $211,142-83.6% | $64,340-46.1% |
| Participation rate | 51.0% | 76.5%-25.5pp | 87.3%-36.3pp | 55.2%-4.2pp |
| Annual return | 16.48% | 21.43%-4.9pp | 46.84%-30.4pp | 24.14%-7.7pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $827 | $6,049-86.3% | $9,284-91.1% | $2,980-72.3% |
| Admin fee / account holder | $1,162 | $4,774-75.7% | $19,076-93.9% | $3,703-68.6% |