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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 | $10,501 | $93,345-88.7% | $119,126-91.2% | $87,485-88.0% |
| Participation rate | 56.8% | 68.7%-12.0pp | 75.8%-19.0pp | 68.9%-12.2pp |
| Annual return | 22.05% | 19.08%+3.0pp | 282.11%-260.1pp | 26.06%-4.0pp |
| Employer contribution / active EE | $891 | $3,172-71.9% | $4,034-77.9% | $2,596-65.7% |
| Participant deferral / active EE | $1,773 | $4,099-56.7% | $5,318-66.7% | $4,274-58.5% |
| Admin fee / account holder | $1,522 | $8,039-81.1% | $10,693-85.8% | $7,775-80.4% |