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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 | $20,417 | $166,268-87.7% | $165,100-87.6% | $145,897-86.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 10.19% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,468 | $6,964-78.9% | $6,035-75.7% | $6,689-78.0% |
| Admin fee / account holder | $5,778 | $16,659-65.3% | $12,696-54.5% | $13,390-56.9% |