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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 | $12,179 | $101,763-88.0% | $164,866-92.6% | $80,874-84.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 23.20% | 16.73%+6.5pp | 69.97%-46.8pp | 35.62%-12.4pp |
| Employer contribution / active EE | $1,313 | $2,954-55.6% | $4,343-69.8% | $2,756-52.4% |
| Participant deferral / active EE | $1,707 | $4,477-61.9% | $6,033-71.7% | $4,297-60.3% |
| Admin fee / account holder | $868 | $8,228-89.5% | $12,689-93.2% | $6,935-87.5% |