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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 | $4,069 | $48,078-91.5% | $78,676-94.8% | $62,881-93.5% |
| Participation rate | 28.1% | 65.2%-37.1pp | 73.6%-45.4pp | 69.3%-41.2pp |
| Annual return | 9.13% | 31.36%-22.2pp | 62.19%-53.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $235 | $2,587-90.9% | $3,517-93.3% | $3,203-92.7% |
| Admin fee / account holder | $436 | $3,206-86.4% | $4,510-90.3% | $4,296-89.9% |