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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 | $11,043 | $86,341-87.2% | $125,195-91.2% | $65,186-83.1% |
| Participation rate | 67.9% | 75.3%-7.5pp | 79.8%-11.9pp | 70.2%-2.3pp |
| Annual return | 98.92% | 27.44%+71.5pp | 43.79%+55.1pp | 29.39%+69.5pp |
| Employer contribution / active EE | $767 | $2,040-62.4% | $3,866-80.2% | $2,177-64.8% |
| Participant deferral / active EE | $1,669 | $3,538-52.8% | $4,937-66.2% | $3,514-52.5% |
| Admin fee / account holder | $1,061 | $609+74.1% | $9,704-89.1% | $847+25.2% |