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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 | $5,534 | $48,053-88.5% | $84,628-93.5% | $72,975-92.4% |
| Participation rate | 53.7% | 57.6%-3.8pp | 68.2%-14.5pp | 69.5%-15.8pp |
| Annual return | 18.05% | 37.39%-19.3pp | 258.80%-240.7pp | 81.01%-63.0pp |
| Employer contribution / active EE | $300 | $1,602-81.3% | $2,653-88.7% | $2,440-87.7% |
| Participant deferral / active EE | $679 | $2,681-74.7% | $3,900-82.6% | $3,608-81.2% |
| Admin fee / account holder | $1,577 | $3,395-53.6% | $4,914-67.9% | $5,124-69.2% |