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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 | $10,774 | $87,465-87.7% | $122,979-91.2% | $65,306-83.5% |
| Participation rate | 63.0% | 66.0%-3.0pp | 77.2%-14.2pp | 57.7%+5.3pp |
| Annual return | 23.69% | 19.76%+3.9pp | 20.12%+3.6pp | 21.94%+1.7pp |
| Employer contribution / active EE | $1,170 | $2,156-45.7% | $3,062-61.8% | $1,967-40.5% |
| Participant deferral / active EE | $1,771 | $3,705-52.2% | $5,003-64.6% | $2,959-40.2% |
| Admin fee / account holder | $379 | $5,100-92.6% | $12,864-97.1% | $3,480-89.1% |