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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 | $8,346 | $69,977-88.1% | $108,582-92.3% | $62,881-86.7% |
| Participation rate | 52.9% | 72.9%-20.0pp | 79.6%-26.6pp | 69.3%-16.4pp |
| Annual return | 45.87% | 10.73%+35.1pp | -51.70%+97.6pp | 20.14%+25.7pp |
| Employer contribution / active EE | $778 | $2,135-63.6% | $3,758-79.3% | $2,281-65.9% |
| Participant deferral / active EE | $961 | $3,165-69.6% | $4,311-77.7% | $3,203-70.0% |
| Admin fee / account holder | $3,185 | $5,076-37.3% | $7,645-58.3% | $4,296-25.9% |