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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 | $12,556 | $102,422-87.7% | $147,117-91.5% | $80,959-84.5% |
| Participation rate | 42.7% | 75.9%-33.2pp | 82.2%-39.5pp | 67.7%-25.0pp |
| Annual return | 11.97% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,502 | $3,717-59.6% | $4,932-69.6% | $2,757-45.5% |
| Participant deferral / active EE | $2,473 | $6,652-62.8% | $8,065-69.3% | $4,300-42.5% |
| Admin fee / account holder | $1,736 | $7,953-78.2% | $12,993-86.6% | $6,925-74.9% |