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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 | $9,313 | $57,312-83.7% | $86,617-89.2% | $75,181-87.6% |
| Participation rate | 16.1% | 63.2%-47.1pp | 71.7%-55.6pp | 67.2%-51.1pp |
| Annual return | 14.98% | 2672.78%-2657.8pp | 591.91%-576.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $512 | $2,315-77.9% | $3,023-83.1% | $2,671-80.8% |
| Participant deferral / active EE | $662 | $3,319-80.0% | $4,437-85.1% | $4,126-83.9% |
| Admin fee / account holder | $6,581 | $4,114+60.0% | $5,613+17.2% | $5,650+16.5% |