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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 | $8,822 | $114,712-92.3% | $173,730-94.9% | $87,485-89.9% |
| Participation rate | 47.1% | 73.0%-25.9pp | 79.6%-32.4pp | 68.9%-21.8pp |
| Annual return | 14.45% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,135 | $4,642-75.5% | $6,326-82.1% | $4,274-73.4% |
| Admin fee / account holder | $2,604 | $10,210-74.5% | $17,523-85.1% | $7,775-66.5% |