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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 | $3,816 | $65,034-94.1% | $90,970-95.8% | $79,856-95.2% |
| Participation rate | 52.2% | 61.6%-9.4pp | 69.0%-16.8pp | 69.6%-17.5pp |
| Annual return | 14.10% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $265 | $1,247-78.8% | $2,122-87.5% | $2,471-89.3% |
| Participant deferral / active EE | $307 | $2,512-87.8% | $3,373-90.9% | $3,741-91.8% |
| Admin fee / account holder | $386 | $4,536-91.5% | $5,961-93.5% | $5,306-92.7% |