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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 | $11,310 | $116,203-90.3% | $93,621-87.9% | $152,909-92.6% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.8%-7.7pp | 82.5%-14.3pp |
| Annual return | 18.93% | 35.96%-17.0pp | 32.76%-13.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $783 | $4,605-83.0% | $4,070-80.8% | $5,851-86.6% |
| Admin fee / account holder | $680 | $10,751-93.7% | $7,890-91.4% | $11,601-94.1% |