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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 | $7,128 | $64,705-89.0% | $62,929-88.7% | $67,986-89.5% |
| Participation rate | 44.4% | 65.6%-21.2pp | 73.1%-28.7pp | 57.2%-12.8pp |
| Annual return | 18.83% | 20.31%-1.5pp | 1063.93%-1045.1pp | 31.67%-12.8pp |
| Employer contribution / active EE | $709 | $2,376-70.1% | $2,505-71.7% | $2,019-64.9% |
| Participant deferral / active EE | $342 | $3,198-89.3% | $3,888-91.2% | $3,358-89.8% |
| Admin fee / account holder | $733 | $1,428-48.7% | $5,065-85.5% | $3,203-77.1% |