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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 | $7,023 | $46,877-85.0% | $122,342-94.3% | $70,131-90.0% |
| Participation rate | 65.6% | 58.2%+7.4pp | 71.6%-6.0pp | 69.5%-3.9pp |
| Annual return | 18.10% | 24.22%-6.1pp | 30.28%-12.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,303 | $1,288+1.1% | $4,051-67.8% | $2,342-44.4% |
| Participant deferral / active EE | $787 | $2,167-63.7% | $3,287-76.0% | $3,332-76.4% |
| Admin fee / account holder | $593 | $3,324-82.2% | $5,478-89.2% | $4,645-87.2% |