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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 | $8,608 | $81,358-89.4% | $155,556-94.5% | $80,959-89.4% |
| Participation rate | 40.7% | 66.3%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 12.49% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $537 | $3,106-82.7% | $4,675-88.5% | $2,757-80.5% |
| Participant deferral / active EE | $806 | $3,455-76.7% | $5,631-85.7% | $4,300-81.3% |
| Admin fee / account holder | $590 | $7,994-92.6% | $15,885-96.3% | $6,925-91.5% |