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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 | $3,656 | $67,602-94.6% | $82,312-95.6% | $70,126-94.8% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $411 | $1,755-76.6% | $2,428-83.1% | $2,343-82.4% |
| Participant deferral / active EE | $861 | $2,987-71.2% | $3,706-76.8% | $3,332-74.2% |
| Admin fee / account holder | $10,445 | $4,512+131.5% | $5,608+86.3% | $4,645+124.8% |