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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 | $36,472 | $116,081-68.6% | $156,181-76.6% | $79,634-54.2% |
| Participation rate | 13.1% | 75.6%-62.5pp | 78.8%-65.8pp | 62.5%-49.4pp |
| Annual return | 14.68% | 15.89%-1.2pp | 64.87%-50.2pp | 36.46%-21.8pp |
| Employer contribution / active EE | $0 | $2,828-100.0% | $4,294-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $534 | $4,584-88.4% | $6,132-91.3% | $3,835-86.1% |
| Admin fee / account holder | $13,719 | $854+1505.8% | $14,586-5.9% | $1,002+1269.3% |