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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 | $8,801 | $45,152-80.5% | $73,836-88.1% | $59,633-85.2% |
| Participation rate | 38.2% | 64.0%-25.8pp | 73.4%-35.2pp | 68.7%-30.4pp |
| Annual return | 0.16% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $283 | $1,901-85.1% | $2,787-89.8% | $2,203-87.1% |
| Participant deferral / active EE | $666 | $2,573-74.1% | $3,583-81.4% | $3,192-79.1% |
| Admin fee / account holder | $2,040 | $3,515-42.0% | $4,882-58.2% | $4,297-52.5% |