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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 | $13,864 | $47,944-71.1% | $67,834-79.6% | $62,881-78.0% |
| Participation rate | 68.7% | 61.1%+7.6pp | 68.8%-0.1pp | 69.3%-0.6pp |
| Annual return | 6.93% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $695 | $1,562-55.5% | $2,403-71.1% | $2,281-69.5% |
| Participant deferral / active EE | $482 | $2,247-78.5% | $3,160-84.7% | $3,203-84.9% |
| Admin fee / account holder | $601 | $3,712-83.8% | $4,622-87.0% | $4,296-86.0% |