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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 | $21,790 | $106,524-79.5% | $152,301-85.7% | $87,485-75.1% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.4%-49.1pp | 68.9%-35.6pp |
| Annual return | 16.44% | 26.89%-10.4pp | 80.50%-64.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $820 | $3,371-75.7% | $4,624-82.3% | $2,596-68.4% |
| Participant deferral / active EE | $1,155 | $6,525-82.3% | $8,004-85.6% | $4,274-73.0% |
| Admin fee / account holder | $2,651 | $8,287-68.0% | $14,398-81.6% | $7,775-65.9% |