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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 | $5,703 | $73,107-92.2% | $114,563-95.0% | $87,485-93.5% |
| Participation rate | 43.8% | 65.8%-21.9pp | 72.9%-29.1pp | 68.9%-25.1pp |
| Annual return | 13.92% | 19.47%-5.6pp | 241.09%-227.2pp | 26.06%-12.1pp |
| Employer contribution / active EE | $432 | $1,881-77.1% | $2,592-83.3% | $2,596-83.4% |
| Participant deferral / active EE | $875 | $3,144-72.2% | $4,142-78.9% | $4,274-79.5% |
| Admin fee / account holder | $504 | $5,770-91.3% | $7,623-93.4% | $7,775-93.5% |