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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 | $3,575 | $37,446-90.5% | $77,513-95.4% | $79,852-95.5% |
| Participation rate | 30.3% | 41.5%-11.2pp | 54.2%-23.9pp | 69.6%-39.3pp |
| Annual return | 17.31% | 39.76%-22.5pp | 54.81%-37.5pp | 31.72%-14.4pp |
| Employer contribution / active EE | $219 | $637-65.6% | $987-77.8% | $2,471-91.1% |
| Participant deferral / active EE | $286 | $1,261-77.3% | $1,861-84.6% | $3,740-92.4% |
| Admin fee / account holder | $423 | $2,506-83.1% | $2,859-85.2% | $5,306-92.0% |