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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 | $6,592 | $57,541-88.5% | $95,740-93.1% | $75,173-91.2% |
| Participation rate | 23.5% | 62.5%-39.0pp | 72.3%-48.7pp | 67.2%-43.7pp |
| Annual return | 14.98% | 34.93%-20.0pp | 28.41%-13.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $673 | $1,808-62.8% | $2,836-76.3% | $2,671-74.8% |
| Participant deferral / active EE | $818 | $3,074-73.4% | $4,244-80.7% | $4,126-80.2% |
| Admin fee / account holder | $3,732 | $4,099-8.9% | $5,676-34.3% | $5,651-33.9% |