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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 | $3,154 | $81,358-96.1% | $155,556-98.0% | $80,959-96.1% |
| Participation rate | 65.5% | 66.3%-0.7pp | 78.2%-12.7pp | 67.7%-2.2pp |
| Annual return | 14.32% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $777 | $3,106-75.0% | $4,675-83.4% | $2,757-71.8% |
| Participant deferral / active EE | $848 | $3,455-75.4% | $5,631-84.9% | $4,300-80.3% |
| Admin fee / account holder | $338 | $7,994-95.8% | $15,885-97.9% | $6,925-95.1% |