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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 | $16,687 | $124,346-86.6% | $111,308-85.0% | $167,536-90.0% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 13.99% | 37.45%-23.5pp | 54.67%-40.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $782 | $3,437-77.3% | $2,732-71.4% | $4,839-83.8% |
| Participant deferral / active EE | $1,667 | $5,182-67.8% | $4,487-62.9% | $6,342-73.7% |
| Admin fee / account holder | $1,145 | $10,621-89.2% | $7,965-85.6% | $12,315-90.7% |