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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 | $5,622 | $57,061-90.1% | $85,063-93.4% | $80,911-93.1% |
| Participation rate | 30.3% | 56.3%-26.0pp | 67.5%-37.2pp | 67.6%-37.3pp |
| Annual return | 16.60% | 21.66%-5.1pp | 66.54%-49.9pp | 35.63%-19.0pp |
| Employer contribution / active EE | $547 | $1,799-69.6% | $2,727-79.9% | $2,756-80.1% |
| Participant deferral / active EE | $765 | $3,110-75.4% | $4,523-83.1% | $4,297-82.2% |
| Admin fee / account holder | $569 | $4,986-88.6% | $6,155-90.8% | $6,935-91.8% |