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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 | $7,724 | $67,602-88.6% | $82,312-90.6% | $70,126-89.0% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 23.47% | 21.57%+1.9pp | 25.88%-2.4pp | 73.15%-49.7pp |
| Employer contribution / active EE | $375 | $1,755-78.6% | $2,428-84.5% | $2,343-84.0% |
| Participant deferral / active EE | $945 | $2,987-68.4% | $3,706-74.5% | $3,332-71.6% |
| Admin fee / account holder | $621 | $4,512-86.2% | $5,608-88.9% | $4,645-86.6% |