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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 | $6,423 | $89,367-92.8% | $141,191-95.5% | $72,975-91.2% |
| Participation rate | 44.6% | 75.1%-30.5pp | 82.5%-37.8pp | 69.5%-24.8pp |
| Annual return | 26.88% | 111.87%-85.0pp | 71.41%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $730 | $3,115-76.6% | $4,736-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $1,375 | $5,419-74.6% | $6,710-79.5% | $3,608-61.9% |
| Admin fee / account holder | $533 | $5,957-91.1% | $10,264-94.8% | $5,124-89.6% |