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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 | $9,162 | $62,583-85.4% | $76,767-88.1% | $64,173-85.7% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | 15.22% | -1.95%+17.2pp | 2.43%+12.8pp | 7.63%+7.6pp |
| Employer contribution / active EE | $668 | $1,832-63.5% | $2,485-73.1% | $2,381-71.9% |
| Participant deferral / active EE | $1,330 | $3,145-57.7% | $3,852-65.5% | $3,470-61.7% |
| Admin fee / account holder | $1,033 | $4,667-77.9% | $6,675-84.5% | $4,887-78.9% |