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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 | $101,795-88.0% | $165,100-92.6% | $80,959-85.0% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 23.20% | 16.73%+6.5pp | 70.21%-47.0pp | 35.67%-12.5pp |
| Employer contribution / active EE | $1,313 | $2,954-55.6% | $4,348-69.8% | $2,757-52.4% |
| Participant deferral / active EE | $1,707 | $4,476-61.9% | $6,035-71.7% | $4,300-60.3% |
| Admin fee / account holder | $868 | $8,221-89.4% | $12,696-93.2% | $6,925-87.5% |