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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 | $7,064 | $63,082-88.8% | $81,726-91.4% | $79,856-91.2% |
| Participation rate | 35.7% | 67.5%-31.8pp | 72.0%-36.3pp | 69.6%-33.9pp |
| Annual return | 17.18% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $699 | $2,780-74.8% | $7,108-90.2% | $3,741-81.3% |
| Admin fee / account holder | $592 | $4,428-86.6% | $5,160-88.5% | $5,306-88.8% |