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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 | $17,162 | $86,938-80.3% | $102,423-83.2% | $80,925-78.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 16.04% | 18.89%-2.8pp | 29.42%-13.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $727 | $2,369-69.3% | $3,023-76.0% | $2,756-73.6% |
| Participant deferral / active EE | $1,510 | $4,120-63.4% | $5,054-70.1% | $4,299-64.9% |
| Admin fee / account holder | $2,819 | $8,053-65.0% | $9,455-70.2% | $6,940-59.4% |