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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 | $8,746 | $110,410-92.1% | $102,437-91.5% | $145,897-94.0% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 17.94% | 24.85%-6.9pp | 24.95%-7.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,102 | $4,217-73.9% | $3,871-71.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,410 | $5,622-74.9% | $5,060-72.1% | $6,689-78.9% |
| Admin fee / account holder | $2,071 | $9,745-78.7% | $8,388-75.3% | $13,390-84.5% |