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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 | $6,004 | $73,955-91.9% | $96,520-93.8% | $75,181-92.0% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 31.42% | 26.72%+4.7pp | 35.72%-4.3pp | 160.69%-129.3pp |
| Employer contribution / active EE | $868 | $2,930-70.4% | $3,739-76.8% | $2,671-67.5% |
| Participant deferral / active EE | $1,163 | $3,659-68.2% | $4,879-76.2% | $4,126-71.8% |
| Admin fee / account holder | $495 | $5,217-90.5% | $6,733-92.6% | $5,650-91.2% |