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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 | $8,327 | $41,151-79.8% | $80,648-89.7% | $71,529-88.4% |
| Participation rate | 13.4% | 50.2%-36.9pp | 67.0%-53.6pp | 67.9%-54.6pp |
| Annual return | 20.16% | 38.49%-18.3pp | 937.21%-917.1pp | 28.97%-8.8pp |
| Employer contribution / active EE | $305 | $1,513-79.8% | $2,724-88.8% | $2,590-88.2% |
| Participant deferral / active EE | $523 | $2,700-80.6% | $4,443-88.2% | $4,291-87.8% |
| Admin fee / account holder | $4,289 | $1,842+132.8% | $5,382-20.3% | $1,588+170.0% |