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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 | $8,111 | $46,599-82.6% | $64,101-87.3% | $75,173-89.2% |
| Participation rate | 7.8% | 65.9%-58.1pp | 72.3%-64.5pp | 67.2%-59.4pp |
| Annual return | 16.05% | 26.06%-10.0pp | 33.72%-17.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $338 | $2,837-88.1% | $3,881-91.3% | $4,126-91.8% |
| Admin fee / account holder | $2,447 | $2,956-17.2% | $3,070-20.3% | $5,651-56.7% |