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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 | $16,108 | $103,393-84.4% | $87,103-81.5% | $152,909-89.5% |
| Participation rate | 52.6% | 79.4%-26.7pp | 76.9%-24.2pp | 82.5%-29.8pp |
| Annual return | 29.26% | 28.10%+1.2pp | 28.19%+1.1pp | 345.46%-316.2pp |
| Employer contribution / active EE | $810 | $3,221-74.8% | $2,521-67.9% | $4,764-83.0% |
| Participant deferral / active EE | $1,182 | $4,778-75.3% | $4,049-70.8% | $5,851-79.8% |
| Admin fee / account holder | $425 | $12,195-96.5% | $7,491-94.3% | $11,601-96.3% |