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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 | $6,492 | $57,140-88.6% | $85,240-92.4% | $80,959-92.0% |
| Participation rate | 14.0% | 56.4%-42.5pp | 67.5%-53.6pp | 67.7%-53.7pp |
| Annual return | 15.08% | 21.71%-6.6pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $357 | $1,802-80.2% | $2,735-87.0% | $2,757-87.1% |
| Participant deferral / active EE | $634 | $3,115-79.6% | $4,527-86.0% | $4,300-85.2% |
| Admin fee / account holder | $363 | $4,992-92.7% | $6,165-94.1% | $6,925-94.8% |