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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 | $11,803 | $73,009-83.8% | $90,760-87.0% | $68,486-82.8% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | 46.68% | -13.81%+60.5pp | -12.16%+58.8pp | -7.85%+54.5pp |
| Employer contribution / active EE | $734 | $2,193-66.5% | $2,922-74.9% | $2,597-71.7% |
| Participant deferral / active EE | $1,055 | $3,626-70.9% | $4,565-76.9% | $4,028-73.8% |
| Admin fee / account holder | $354 | $5,896-94.0% | $8,444-95.8% | $5,404-93.5% |