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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 | $10,516 | $71,197-85.2% | $93,669-88.8% | $80,925-87.0% |
| Participation rate | 36.6% | 60.4%-23.8pp | 68.7%-32.1pp | 67.7%-31.1pp |
| Annual return | 10.56% | 11.27%-0.7pp | 133.59%-123.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $504 | $1,565-67.8% | $2,424-79.2% | $2,756-81.7% |
| Participant deferral / active EE | $685 | $4,036-83.0% | $4,416-84.5% | $4,299-84.1% |
| Admin fee / account holder | $798 | $6,959-88.5% | $8,291-90.4% | $6,940-88.5% |