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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 | $13,528 | $71,197-81.0% | $93,669-85.6% | $80,925-83.3% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.7%-42.7pp |
| Annual return | 13.36% | 11.27%+2.1pp | 133.59%-120.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $394 | $1,565-74.8% | $2,424-83.7% | $2,756-85.7% |
| Participant deferral / active EE | $518 | $4,036-87.2% | $4,416-88.3% | $4,299-88.0% |
| Admin fee / account holder | $325 | $6,959-95.3% | $8,291-96.1% | $6,940-95.3% |