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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 | $8,147 | $68,852-88.2% | $120,524-93.2% | $80,925-89.9% |
| Participation rate | 25.6% | 61.6%-36.1pp | 71.9%-46.4pp | 67.7%-42.1pp |
| Annual return | 20.62% | 23.67%-3.1pp | 107.36%-86.7pp | 35.65%-15.0pp |
| Employer contribution / active EE | $538 | $2,063-73.9% | $3,469-84.5% | $2,756-80.5% |
| Participant deferral / active EE | $682 | $3,187-78.6% | $4,994-86.3% | $4,299-84.1% |
| Admin fee / account holder | $517 | $5,781-91.0% | $9,440-94.5% | $6,940-92.5% |