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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 | $7,157 | $111,814-93.6% | $103,378-93.1% | $145,978-95.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.09% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,174 | $4,215-72.1% | $3,870-69.7% | $4,662-74.8% |
| Participant deferral / active EE | $1,219 | $5,618-78.3% | $5,058-75.9% | $6,690-81.8% |
| Admin fee / account holder | $4,926 | $9,764-49.5% | $8,401-41.4% | $13,400-63.2% |