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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 | $8,645 | $65,555-86.8% | $86,216-90.0% | $75,173-88.5% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 13.92% | 46.07%-32.1pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $534 | $1,553-65.6% | $2,382-77.6% | $2,671-80.0% |
| Participant deferral / active EE | $708 | $3,023-76.6% | $3,986-82.2% | $4,126-82.8% |
| Admin fee / account holder | $1,875 | $5,469-65.7% | $6,853-72.6% | $5,651-66.8% |