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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 | $3,538 | $127,779-97.2% | $106,551-96.7% | $167,518-97.9% |
| Participation rate | 52.9% | 78.3%-25.3pp | 76.1%-23.2pp | 82.1%-29.2pp |
| Annual return | 48.00% | 33.87%+14.1pp | 26.80%+21.2pp | 478.71%-430.7pp |
| Employer contribution / active EE | $659 | $3,427-80.8% | $2,819-76.6% | $4,838-86.4% |
| Participant deferral / active EE | $1,186 | $5,088-76.7% | $4,398-73.0% | $6,342-81.3% |
| Admin fee / account holder | $328 | $11,228-97.1% | $7,408-95.6% | $12,312-97.3% |