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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 | $8,573 | $86,949-90.1% | $102,460-91.6% | $80,959-89.4% |
| Participation rate | 21.1% | 72.4%-51.3pp | 76.5%-55.5pp | 67.7%-46.6pp |
| Annual return | 21.88% | 18.89%+3.0pp | 29.47%-7.6pp | 35.67%-13.8pp |
| Employer contribution / active EE | $775 | $2,370-67.3% | $3,025-74.4% | $2,757-71.9% |
| Participant deferral / active EE | $1,041 | $4,121-74.7% | $5,056-79.4% | $4,300-75.8% |
| Admin fee / account holder | $627 | $8,048-92.2% | $9,460-93.4% | $6,925-91.0% |