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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 | $11,905 | $112,915-89.5% | $90,965-86.9% | $158,950-92.5% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 12.55% | 215.75%-203.2pp | 134.57%-122.0pp | 302.91%-290.4pp |
| Employer contribution / active EE | $434 | $2,894-85.0% | $2,122-79.5% | $4,762-90.9% |
| Participant deferral / active EE | $668 | $4,128-83.8% | $3,373-80.2% | $5,983-88.8% |
| Admin fee / account holder | $315 | $8,044-96.1% | $5,960-94.7% | $11,248-97.2% |