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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 | $13,923 | $49,025-71.6% | $87,502-84.1% | $62,881-77.9% |
| Participation rate | 40.3% | 64.9%-24.6pp | 73.8%-33.5pp | 69.3%-29.0pp |
| Annual return | 172.62% | 10.02%+162.6pp | 12.21%+160.4pp | 20.14%+152.5pp |
| Employer contribution / active EE | $323 | $1,372-76.5% | $2,550-87.3% | $2,281-85.9% |
| Participant deferral / active EE | $639 | $2,289-72.1% | $3,149-79.7% | $3,203-80.0% |
| Admin fee / account holder | $17,169 | $4,065+322.3% | $4,221+306.8% | $4,296+299.7% |