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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 | $4,074 | $77,638-94.8% | $156,551-97.4% | $62,881-93.5% |
| Participation rate | 14.8% | 71.2%-56.4pp | 84.0%-69.2pp | 69.3%-54.5pp |
| Annual return | 6.20% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $123 | $3,046-96.0% | $4,871-97.5% | $3,203-96.2% |
| Admin fee / account holder | $371 | $5,561-93.3% | $13,028-97.2% | $4,296-91.4% |