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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 | $13,684 | $99,875-86.3% | $146,866-90.7% | $86,983-84.3% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.5%-48.1pp | 69.5%-35.2pp |
| Annual return | 53.60% | 28.10%+25.5pp | 102.85%-49.3pp | 25.83%+27.8pp |
| Employer contribution / active EE | $770 | $3,224-76.1% | $4,425-82.6% | $2,584-70.2% |
| Participant deferral / active EE | $2,019 | $6,322-68.1% | $7,759-74.0% | $4,194-51.9% |
| Admin fee / account holder | $4,065 | $7,838-48.1% | $13,620-70.2% | $7,856-48.3% |