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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 | $8,465 | $110,307-92.3% | $96,576-91.2% | $139,456-93.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.27% | 26.40%-7.1pp | 25.87%-6.6pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,232 | $3,619-66.0% | $2,965-58.4% | $4,753-74.1% |
| Participant deferral / active EE | $1,408 | $5,547-74.6% | $4,851-71.0% | $6,711-79.0% |
| Admin fee / account holder | $654 | $11,597-94.4% | $8,253-92.1% | $11,407-94.3% |