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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 | $8,844 | $68,852-87.2% | $120,524-92.7% | $80,925-89.1% |
| Participation rate | 41.7% | 61.6%-20.0pp | 71.9%-30.3pp | 67.7%-26.0pp |
| Annual return | 11.77% | 23.67%-11.9pp | 107.36%-95.6pp | 35.65%-23.9pp |
| Employer contribution / active EE | $585 | $2,063-71.7% | $3,469-83.1% | $2,756-78.8% |
| Participant deferral / active EE | $1,049 | $3,187-67.1% | $4,994-79.0% | $4,299-75.6% |
| Admin fee / account holder | $1,206 | $5,781-79.1% | $9,440-87.2% | $6,940-82.6% |