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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 | $31,488 | $91,760-65.7% | $156,181-79.8% | $67,986-53.7% |
| Participation rate | 42.2% | 65.0%-22.8pp | 78.8%-36.6pp | 57.2%-15.0pp |
| Annual return | 14.32% | 18.14%-3.8pp | 64.87%-50.6pp | 31.67%-17.3pp |
| Employer contribution / active EE | $622 | $2,419-74.3% | $4,294-85.5% | $2,019-69.2% |
| Participant deferral / active EE | $901 | $3,960-77.3% | $6,132-85.3% | $3,358-73.2% |
| Admin fee / account holder | $2,401 | $3,949-39.2% | $14,586-83.5% | $3,203-25.0% |