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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 | $21,568 | $85,766-74.9% | $136,298-84.2% | $70,126-69.2% |
| Participation rate | 46.9% | 74.2%-27.3pp | 81.9%-35.0pp | 69.5%-22.7pp |
| Annual return | 15.18% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,426 | $2,966-51.9% | $4,696-69.6% | $2,343-39.1% |
| Participant deferral / active EE | $1,990 | $5,051-60.6% | $6,247-68.1% | $3,332-40.3% |
| Admin fee / account holder | $972 | $5,421-82.1% | $9,244-89.5% | $4,645-79.1% |