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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 | $11,791 | $124,425-90.5% | $112,040-89.5% | $137,256-91.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.31% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $967 | $3,411-71.7% | $2,954-67.3% | $4,156-76.7% |
| Participant deferral / active EE | $1,550 | $5,718-72.9% | $5,098-69.6% | $6,407-75.8% |
| Admin fee / account holder | $3,531 | $15,207-76.8% | $12,098-70.8% | $12,270-71.2% |