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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 | $10,945 | $84,236-87.0% | $170,439-93.6% | $70,124-84.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 15.82% | 23.06%-7.2pp | 205.94%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $403 | $3,387-88.1% | $5,433-92.6% | $2,342-82.8% |
| Participant deferral / active EE | $531 | $3,086-82.8% | $4,939-89.2% | $3,332-84.1% |
| Admin fee / account holder | $7,207 | $5,698+26.5% | $13,881-48.1% | $4,645+55.1% |