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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 | $8,539 | $63,861-86.6% | $104,639-91.8% | $79,856-89.3% |
| Participation rate | 19.5% | 64.9%-45.4pp | 74.1%-54.6pp | 69.6%-50.1pp |
| Annual return | 23.01% | 21.30%+1.7pp | 340.67%-317.7pp | 31.71%-8.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $714 | $2,693-73.5% | $3,738-80.9% | $3,741-80.9% |
| Admin fee / account holder | $417 | $4,185-90.0% | $6,465-93.6% | $5,306-92.1% |