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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 | $23,572 | $104,098-77.4% | $140,514-83.2% | $94,015-74.9% |
| Participation rate | 34.1% | 73.7%-39.6pp | 77.8%-43.7pp | 70.8%-36.7pp |
| Annual return | 18.84% | 15.14%+3.7pp | 14.36%+4.5pp | 17.84%+1.0pp |
| Employer contribution / active EE | $833 | $2,388-65.1% | $3,378-75.3% | $2,790-70.1% |
| Participant deferral / active EE | $1,594 | $4,033-60.5% | $4,919-67.6% | $4,249-62.5% |
| Admin fee / account holder | $987 | $10,439-90.5% | $13,697-92.8% | $8,951-89.0% |