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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 | $4,642 | $56,484-91.8% | $169,452-97.3% | $64,173-92.8% |
| Participation rate | 34.3% | 64.5%-30.3pp | 77.8%-43.5pp | 69.6%-35.3pp |
| Annual return | -5.26% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $332 | $1,832-81.9% | $4,157-92.0% | $2,381-86.1% |
| Participant deferral / active EE | $549 | $3,448-84.1% | $5,277-89.6% | $3,470-84.2% |
| Admin fee / account holder | $1,902 | $4,174-54.4% | $9,110-79.1% | $4,887-61.1% |