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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 | $7,123 | $78,690-90.9% | $161,489-95.6% | $87,485-91.9% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 18.83% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.2pp |
| Employer contribution / active EE | $683 | $2,588-73.6% | $4,268-84.0% | $2,596-73.7% |
| Participant deferral / active EE | $849 | $3,311-74.3% | $5,630-84.9% | $4,274-80.1% |
| Admin fee / account holder | $2,260 | $6,724-66.4% | $16,006-85.9% | $7,775-70.9% |