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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 | $17,109 | $105,198-83.7% | $159,455-89.3% | $85,856-80.1% |
| Participation rate | 34.7% | 75.8%-41.1pp | 82.8%-48.1pp | 69.3%-34.6pp |
| Annual return | 17.08% | 45.08%-28.0pp | 263.63%-246.6pp | 318.58%-301.5pp |
| Employer contribution / active EE | $1,143 | $3,319-65.6% | $4,830-76.3% | $2,565-55.4% |
| Participant deferral / active EE | $1,414 | $5,946-76.2% | $7,353-80.8% | $3,952-64.2% |
| Admin fee / account holder | $983 | $6,934-85.8% | $10,800-90.9% | $6,261-84.3% |