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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 | $8,779 | $80,983-89.2% | $96,544-90.9% | $75,177-88.3% |
| Participation rate | 38.5% | 71.8%-33.3pp | 76.0%-37.5pp | 67.2%-28.7pp |
| Annual return | 24.77% | 27.05%-2.3pp | 25.88%-1.1pp | 160.75%-136.0pp |
| Employer contribution / active EE | $1,247 | $2,282-45.4% | $2,966-58.0% | $2,671-53.3% |
| Participant deferral / active EE | $1,742 | $3,929-55.7% | $4,851-64.1% | $4,126-57.8% |
| Admin fee / account holder | $1,049 | $6,717-84.4% | $8,254-87.3% | $5,651-81.4% |