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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 | $11,091 | $81,487-86.4% | $102,412-89.2% | $80,935-86.3% |
| Participation rate | 45.2% | 66.8%-21.6pp | 74.5%-29.3pp | 67.7%-22.4pp |
| Annual return | 26.57% | 25.60%+1.0pp | 24.94%+1.6pp | 35.66%-9.1pp |
| Employer contribution / active EE | $842 | $3,103-72.9% | $3,870-78.3% | $2,757-69.5% |
| Participant deferral / active EE | $1,540 | $3,871-60.2% | $5,060-69.6% | $4,299-64.2% |
| Admin fee / account holder | $656 | $6,717-90.2% | $8,388-92.2% | $6,924-90.5% |