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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 | $25,115 | $93,345-73.1% | $119,126-78.9% | $87,485-71.3% |
| Participation rate | 68.9% | 68.7%+0.2pp | 75.8%-6.9pp | 68.9%0pp |
| Annual return | 14.31% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.7pp |
| Employer contribution / active EE | $3,965 | $3,172+25.0% | $4,034-1.7% | $2,596+52.7% |
| Participant deferral / active EE | $131 | $4,099-96.8% | $5,318-97.5% | $4,274-96.9% |
| Admin fee / account holder | $649 | $8,039-91.9% | $10,693-93.9% | $7,775-91.7% |