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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 | $6,388 | $99,875-93.6% | $146,866-95.7% | $86,983-92.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.9pp | 69.5%-5.9pp |
| Annual return | 19.38% | 28.10%-8.7pp | 102.85%-83.5pp | 25.83%-6.4pp |
| Employer contribution / active EE | $581 | $3,224-82.0% | $4,425-86.9% | $2,584-77.5% |
| Participant deferral / active EE | $1,896 | $6,322-70.0% | $7,759-75.6% | $4,194-54.8% |
| Admin fee / account holder | $459 | $7,838-94.1% | $13,620-96.6% | $7,856-94.2% |