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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 | $7,612 | $78,423-90.3% | $95,964-92.1% | $79,856-90.5% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 12.18% | 19.37%-7.2pp | 91.64%-79.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $914 | $1,945-53.0% | $2,541-64.0% | $2,471-63.0% |
| Participant deferral / active EE | $1,257 | $3,440-63.5% | $4,167-69.8% | $3,741-66.4% |
| Admin fee / account holder | $824 | $5,622-85.3% | $6,797-87.9% | $5,306-84.5% |