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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 | $8,823 | $55,713-84.2% | $75,901-88.4% | $72,975-87.9% |
| Participation rate | 32.8% | 61.1%-28.4pp | 69.3%-36.5pp | 69.5%-36.7pp |
| Annual return | 17.13% | 27.60%-10.5pp | 30.76%-13.6pp | 81.01%-63.9pp |
| Employer contribution / active EE | $518 | $1,687-69.3% | $2,501-79.3% | $2,440-78.8% |
| Participant deferral / active EE | $680 | $2,634-74.2% | $3,603-81.1% | $3,608-81.2% |
| Admin fee / account holder | $339 | $3,980-91.5% | $5,420-93.7% | $5,124-93.4% |