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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 | $4,307 | $107,809-96.0% | $97,032-95.6% | $155,188-97.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 15.28% | 38.06%-22.8pp | 35.38%-20.1pp | 148.84%-133.6pp |
| Employer contribution / active EE | $786 | $2,911-73.0% | $2,629-70.1% | $4,248-81.5% |
| Participant deferral / active EE | $789 | $5,129-84.6% | $4,672-83.1% | $6,531-87.9% |
| Admin fee / account holder | $4,336 | $10,717-59.5% | $9,418-54.0% | $14,480-70.1% |