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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 | $3,212 | $54,541-94.1% | $78,778-95.9% | $70,126-95.4% |
| Participation rate | 52.6% | 60.8%-8.2pp | 69.2%-16.6pp | 69.5%-16.9pp |
| Annual return | 31.73% | 21.07%+10.7pp | 35.62%-3.9pp | 73.15%-41.4pp |
| Employer contribution / active EE | $389 | $1,089-64.3% | $1,986-80.4% | $2,343-83.4% |
| Participant deferral / active EE | $777 | $2,210-64.9% | $2,958-73.7% | $3,332-76.7% |
| Admin fee / account holder | $470 | $3,709-87.3% | $5,134-90.8% | $4,645-89.9% |