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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 | $9,061 | $110,379-91.8% | $102,412-91.2% | $145,884-93.8% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 11.20% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $6,831 | $4,216+62.0% | $3,870+76.5% | $4,662+46.5% |
| Participant deferral / active EE | $1,374 | $5,622-75.6% | $5,060-72.8% | $6,690-79.5% |
| Admin fee / account holder | $4,731 | $9,745-51.4% | $8,388-43.6% | $13,392-64.7% |