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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 | $3,732 | $138,312-97.3% | $122,979-97.0% | $155,188-97.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 14.62% | 22.06%-7.4pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $814 | $3,530-76.9% | $3,062-73.4% | $4,248-80.8% |
| Participant deferral / active EE | $909 | $5,592-83.8% | $5,003-81.8% | $6,531-86.1% |
| Admin fee / account holder | $1,196 | $15,089-92.1% | $12,864-90.7% | $14,480-91.7% |