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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 | $11,527 | $61,605-81.3% | $112,273-89.7% | $75,181-84.7% |
| Participation rate | 54.1% | 61.7%-7.6pp | 72.4%-18.3pp | 67.2%-13.1pp |
| Annual return | 33.18% | 28.47%+4.7pp | 30.23%+3.0pp | 160.69%-127.5pp |
| Employer contribution / active EE | $638 | $2,015-68.3% | $3,431-81.4% | $2,671-76.1% |
| Participant deferral / active EE | $707 | $3,108-77.3% | $4,800-85.3% | $4,126-82.9% |
| Admin fee / account holder | $799 | $4,862-83.6% | $7,752-89.7% | $5,650-85.9% |