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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 | $9,290 | $91,559-89.9% | $133,978-93.1% | $79,856-88.4% |
| Participation rate | 32.0% | 73.3%-41.3pp | 79.8%-47.8pp | 69.6%-37.6pp |
| Annual return | 34.37% | 61.85%-27.5pp | 45.10%-10.7pp | 31.71%+2.7pp |
| Employer contribution / active EE | $654 | $2,384-72.6% | $3,919-83.3% | $2,471-73.5% |
| Participant deferral / active EE | $976 | $3,734-73.9% | $5,047-80.7% | $3,741-73.9% |
| Admin fee / account holder | $528 | $6,321-91.7% | $8,930-94.1% | $5,306-90.1% |