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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 | $3,060 | $58,627-94.8% | $76,735-96.0% | $82,448-96.3% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 21.40% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $335 | $1,729-80.6% | $2,454-86.3% | $2,551-86.9% |
| Participant deferral / active EE | $767 | $3,134-75.5% | $4,088-81.2% | $4,139-81.5% |
| Admin fee / account holder | $759 | $5,323-85.7% | $7,189-89.4% | $7,234-89.5% |