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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 | $8,943 | $85,766-89.6% | $136,298-93.4% | $70,126-87.2% |
| Participation rate | 56.3% | 74.2%-17.9pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 20.50% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $793 | $2,966-73.3% | $4,696-83.1% | $2,343-66.1% |
| Participant deferral / active EE | $1,736 | $5,051-65.6% | $6,247-72.2% | $3,332-47.9% |
| Admin fee / account holder | $389 | $5,421-92.8% | $9,244-95.8% | $4,645-91.6% |