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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 | $18,430 | $110,483-83.3% | $145,433-87.3% | $79,634-76.9% |
| Participation rate | 8.5% | 71.1%-62.6pp | 82.1%-73.6pp | 62.5%-54.0pp |
| Annual return | 40.66% | 24.62%+16.0pp | 66.58%-25.9pp | 36.46%+4.2pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $793 | $7,216-89.0% | $7,897-90.0% | $3,835-79.3% |
| Admin fee / account holder | $3,884 | $680+471.2% | $13,129-70.4% | $1,002+287.7% |