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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 | $6,190 | $58,627-89.4% | $76,735-91.9% | $82,448-92.5% |
| Participation rate | 7.1% | 63.2%-56.1pp | 69.5%-62.4pp | 68.1%-60.9pp |
| Annual return | 13.15% | 39.10%-26.0pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $123 | $3,134-96.1% | $4,088-97.0% | $4,139-97.0% |
| Admin fee / account holder | $1,705 | $5,323-68.0% | $7,189-76.3% | $7,234-76.4% |