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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 | $16,000 | $48,364-66.9% | $71,796-77.7% | $62,881-74.6% |
| Participation rate | 53.6% | 60.6%-7.1pp | 69.1%-15.5pp | 69.3%-15.7pp |
| Annual return | 7.16% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $508 | $1,042-51.2% | $1,924-73.6% | $2,281-77.7% |
| Participant deferral / active EE | $815 | $2,091-61.0% | $2,794-70.8% | $3,203-74.6% |
| Admin fee / account holder | $705 | $3,771-81.3% | $4,815-85.4% | $4,296-83.6% |