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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 | $19,023 | $185,883-89.8% | $170,043-88.8% | $139,466-86.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 32.20% | 60.54%-28.3pp | 53.40%-21.2pp | 373.66%-341.5pp |
| Employer contribution / active EE | $1,854 | $7,596-75.6% | $6,790-72.7% | $4,754-61.0% |
| Participant deferral / active EE | $2,043 | $11,626-82.4% | $10,410-80.4% | $6,712-69.6% |
| Admin fee / account holder | $632 | $15,393-95.9% | $12,824-95.1% | $11,409-94.5% |