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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 | $7,303 | $81,331-91.0% | $155,534-95.3% | $80,935-91.0% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 15.74% | 33.37%-17.6pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $436 | $3,105-86.0% | $4,675-90.7% | $2,757-84.2% |
| Participant deferral / active EE | $638 | $3,454-81.5% | $5,630-88.7% | $4,299-85.2% |
| Admin fee / account holder | $631 | $7,999-92.1% | $15,900-96.0% | $6,924-90.9% |