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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 | $4,073 | $114,013-96.4% | $103,693-96.1% | $155,188-97.4% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.6pp | 80.8%-33.7pp |
| Annual return | 11.64% | 49.31%-37.7pp | 47.61%-36.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $420 | $3,131-86.6% | $2,920-85.6% | $4,248-90.1% |
| Participant deferral / active EE | $451 | $4,970-90.9% | $4,579-90.2% | $6,531-93.1% |
| Admin fee / account holder | $2,084 | $8,407-75.2% | $7,858-73.5% | $14,480-85.6% |