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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 | $9,496 | $64,359-85.2% | $90,161-89.5% | $70,126-86.5% |
| Participation rate | 61.9% | 70.4%-8.5pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 20.79% | 28.13%-7.3pp | 34.89%-14.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $934 | $2,046-54.4% | $3,318-71.9% | $2,343-60.1% |
| Participant deferral / active EE | $1,733 | $4,389-60.5% | $5,287-67.2% | $3,332-48.0% |
| Admin fee / account holder | $802 | $3,945-79.7% | $5,943-86.5% | $4,645-82.7% |