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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 | $15,282 | $81,208-81.2% | $98,920-84.6% | $79,856-80.9% |
| Participation rate | 30.8% | 72.5%-41.7pp | 76.0%-45.3pp | 69.6%-38.9pp |
| Annual return | 10.46% | 60.99%-50.5pp | 196.47%-186.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $606 | $1,960-69.1% | $2,689-77.5% | $2,471-75.5% |
| Participant deferral / active EE | $731 | $3,265-77.6% | $4,245-82.8% | $3,741-80.5% |
| Admin fee / account holder | $6,906 | $6,013+14.9% | $6,643+4.0% | $5,306+30.1% |