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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 | $2,920 | $135,956-97.9% | $123,894-97.6% | $273,972-98.9% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 29.17% | 56.63%-27.5pp | 47.52%-18.3pp | 41.46%-12.3pp |
| Employer contribution / active EE | $943 | $5,170-81.8% | $4,617-79.6% | $4,869-80.6% |
| Participant deferral / active EE | $1,109 | $6,343-82.5% | $5,984-81.5% | $5,287-79.0% |
| Admin fee / account holder | $740 | $9,817-92.5% | $8,357-91.1% | $10,133-92.7% |