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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 | $7,297 | $76,551-90.5% | $123,894-94.1% | $62,881-88.4% |
| Participation rate | 36.0% | 73.0%-37.0pp | 81.4%-45.4pp | 69.3%-33.3pp |
| Annual return | 22.38% | 18.68%+3.7pp | 47.52%-25.1pp | 20.14%+2.2pp |
| Employer contribution / active EE | $872 | $2,882-69.7% | $4,617-81.1% | $2,281-61.8% |
| Participant deferral / active EE | $1,961 | $4,840-59.5% | $5,984-67.2% | $3,203-38.8% |
| Admin fee / account holder | $1,063 | $4,826-78.0% | $8,357-87.3% | $4,296-75.3% |