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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 | $19,009 | $85,515-77.8% | $112,040-83.0% | $67,986-72.0% |
| Participation rate | 56.5% | 68.2%-11.7pp | 76.5%-20.0pp | 57.2%-0.7pp |
| Annual return | 12.96% | 29.68%-16.7pp | 24.52%-11.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $722 | $2,191-67.1% | $2,954-75.6% | $2,019-64.3% |
| Participant deferral / active EE | $1,348 | $4,014-66.4% | $5,098-73.6% | $3,358-59.9% |
| Admin fee / account holder | $3,981 | $3,774+5.5% | $12,098-67.1% | $3,203+24.3% |