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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 | $6,203 | $54,368-88.6% | $117,039-94.7% | $62,293-90.0% |
| Participation rate | 32.2% | 64.9%-32.7pp | 77.2%-45.0pp | 69.5%-37.3pp |
| Annual return | 39.17% | 21.77%+17.4pp | 18.95%+20.2pp | 28.90%+10.3pp |
| Employer contribution / active EE | $609 | $1,692-64.0% | $3,785-83.9% | $2,042-70.2% |
| Participant deferral / active EE | $942 | $2,269-58.5% | $3,929-76.0% | $3,169-70.3% |
| Admin fee / account holder | $676 | $493+37.1% | $5,974-88.7% | $479+41.1% |