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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 | $26,237 | $171,492-84.7% | $150,734-82.6% | $198,609-86.8% |
| Participation rate | 64.7% | 81.4%-16.7pp | 78.4%-13.7pp | 82.4%-17.7pp |
| Annual return | 19.12% | 804.70%-785.6pp | 600.81%-581.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,736 | $5,470-68.3% | $4,918-64.7% | $5,055-65.7% |
| Participant deferral / active EE | $2,404 | $6,259-61.6% | $5,610-57.1% | $6,977-65.5% |
| Admin fee / account holder | $836 | $17,628-95.3% | $14,905-94.4% | $19,030-95.6% |