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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 | $10,735 | $111,878-90.4% | $93,727-88.5% | $145,897-92.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 17.41% | 204.28%-186.9pp | 133.83%-116.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,129 | $3,092-63.5% | $2,421-53.4% | $4,663-75.8% |
| Participant deferral / active EE | $912 | $4,920-81.5% | $4,417-79.4% | $6,689-86.4% |
| Admin fee / account holder | $1,489 | $10,256-85.5% | $8,292-82.0% | $13,390-88.9% |