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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 | $4,873 | $56,063-91.3% | $76,051-93.6% | $80,911-94.0% |
| Participation rate | 28.9% | 62.0%-33.1pp | 69.1%-40.1pp | 67.6%-38.7pp |
| Annual return | 13.90% | 20.54%-6.6pp | 360.42%-346.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $627 | $1,874-66.6% | $2,690-76.7% | $2,756-77.3% |
| Participant deferral / active EE | $930 | $3,052-69.5% | $4,257-78.1% | $4,297-78.3% |
| Admin fee / account holder | $3,237 | $5,240-38.2% | $6,416-49.5% | $6,935-53.3% |