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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 | $9,321 | $58,828-84.2% | $78,002-88.0% | $62,881-85.2% |
| Participation rate | 55.4% | 71.1%-15.7pp | 75.5%-20.1pp | 69.3%-13.9pp |
| Annual return | 7.33% | 17.16%-9.8pp | 425.99%-418.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $769 | $1,672-54.0% | $2,470-68.9% | $2,281-66.3% |
| Participant deferral / active EE | $1,049 | $2,686-61.0% | $3,497-70.0% | $3,203-67.3% |
| Admin fee / account holder | $900 | $4,393-79.5% | $5,481-83.6% | $4,296-79.0% |