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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 | $6,093 | $111,814-94.6% | $103,378-94.1% | $145,978-95.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.27% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $938 | $4,215-77.7% | $3,870-75.8% | $4,662-79.9% |
| Participant deferral / active EE | $1,127 | $5,618-79.9% | $5,058-77.7% | $6,690-83.1% |
| Admin fee / account holder | $2,171 | $9,764-77.8% | $8,401-74.2% | $13,400-83.8% |