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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 | $27,543 | $87,106-68.4% | $105,607-73.9% | $80,935-66.0% |
| Participation rate | 41.4% | 70.4%-29.1pp | 75.3%-33.9pp | 67.7%-26.3pp |
| Annual return | 27.31% | 17.01%+10.3pp | 116.11%-88.8pp | 35.66%-8.4pp |
| Employer contribution / active EE | $1,377 | $2,396-42.5% | $3,167-56.5% | $2,757-50.1% |
| Participant deferral / active EE | $1,602 | $3,986-59.8% | $5,011-68.0% | $4,299-62.7% |
| Admin fee / account holder | $1,162 | $8,447-86.2% | $10,958-89.4% | $6,924-83.2% |