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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 | $17,063 | $98,776-82.7% | $149,745-88.6% | $79,856-78.6% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 13.17% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,237 | $3,217-61.6% | $4,646-73.4% | $2,471-50.0% |
| Participant deferral / active EE | $1,622 | $5,681-71.5% | $6,843-76.3% | $3,741-56.7% |
| Admin fee / account holder | $6,554 | $6,053+8.3% | $9,312-29.6% | $5,306+23.5% |