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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 | $28,918 | $95,453-69.7% | $112,040-74.2% | $82,448-64.9% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 15.68% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $721 | $2,318-68.9% | $2,954-75.6% | $2,551-71.7% |
| Participant deferral / active EE | $887 | $4,224-79.0% | $5,098-82.6% | $4,139-78.6% |
| Admin fee / account holder | $1,928 | $9,013-78.6% | $12,098-84.1% | $7,234-73.3% |