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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 | $17,362 | $96,136-81.9% | $135,987-87.2% | $80,925-78.5% |
| Participation rate | 67.2% | 71.2%-4.0pp | 76.4%-9.2pp | 67.7%-0.4pp |
| Annual return | 49.95% | 28.70%+21.2pp | 580.01%-530.1pp | 35.65%+14.3pp |
| Employer contribution / active EE | $743 | $3,350-77.8% | $4,214-82.4% | $2,756-73.1% |
| Participant deferral / active EE | $1,114 | $5,706-80.5% | $7,027-84.1% | $4,299-74.1% |
| Admin fee / account holder | $1,328 | $8,236-83.9% | $6,716-80.2% | $6,940-80.9% |