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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 | $14,797 | $102,385-85.5% | $147,080-89.9% | $80,935-81.7% |
| Participation rate | 43.1% | 75.9%-32.8pp | 82.2%-39.1pp | 67.7%-24.6pp |
| Annual return | 14.75% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $933 | $3,717-74.9% | $4,933-81.1% | $2,757-66.2% |
| Participant deferral / active EE | $1,483 | $6,651-77.7% | $8,066-81.6% | $4,299-65.5% |
| Admin fee / account holder | $1,182 | $7,951-85.1% | $12,989-90.9% | $6,924-82.9% |