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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 | $8,846 | $96,731-90.9% | $123,973-92.9% | $86,983-89.8% |
| Participation rate | 61.5% | 70.0%-8.5pp | 76.7%-15.1pp | 69.5%-8.0pp |
| Annual return | 20.52% | 17.33%+3.2pp | 388.13%-367.6pp | 25.83%-5.3pp |
| Employer contribution / active EE | $1,162 | $3,297-64.8% | $4,126-71.8% | $2,584-55.0% |
| Participant deferral / active EE | $1,818 | $4,152-56.2% | $5,247-65.4% | $4,194-56.7% |
| Admin fee / account holder | $1,264 | $8,722-85.5% | $11,799-89.3% | $7,856-83.9% |