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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 | $17,364 | $65,555-73.5% | $86,216-79.9% | $75,173-76.9% |
| Participation rate | 21.2% | 60.5%-39.3pp | 69.0%-47.7pp | 67.2%-46.0pp |
| Annual return | 38.52% | 46.07%-7.5pp | 1169.42%-1130.9pp | 160.72%-122.2pp |
| Employer contribution / active EE | $656 | $1,553-57.8% | $2,382-72.5% | $2,671-75.4% |
| Participant deferral / active EE | $972 | $3,023-67.9% | $3,986-75.6% | $4,126-76.4% |
| Admin fee / account holder | $425 | $5,469-92.2% | $6,853-93.8% | $5,651-92.5% |