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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 | $9,308 | $72,492-87.2% | $87,104-89.3% | $72,975-87.2% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 24.79% | 24.46%+0.3pp | 28.19%-3.4pp | 81.01%-56.2pp |
| Employer contribution / active EE | $590 | $1,894-68.8% | $2,521-76.6% | $2,440-75.8% |
| Participant deferral / active EE | $837 | $3,270-74.4% | $4,048-79.3% | $3,608-76.8% |
| Admin fee / account holder | $4,012 | $5,055-20.6% | $7,491-46.4% | $5,124-21.7% |