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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 | $7,615 | $46,877-83.8% | $122,354-93.8% | $70,126-89.1% |
| Participation rate | 41.4% | 58.2%-16.8pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 16.79% | 24.22%-7.4pp | 30.28%-13.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $331 | $1,288-74.3% | $4,051-91.8% | $2,343-85.9% |
| Participant deferral / active EE | $621 | $2,167-71.4% | $3,287-81.1% | $3,332-81.4% |
| Admin fee / account holder | $22,586 | $3,324+579.5% | $5,479+312.2% | $4,645+386.2% |