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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 | $22,104 | $197,603-88.8% | $177,827-87.6% | $158,950-86.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 8.55% | 58.76%-50.2pp | 48.32%-39.8pp | 302.91%-294.4pp |
| Employer contribution / active EE | $10,316 | $6,698+54.0% | $5,918+74.3% | $4,762+116.6% |
| Participant deferral / active EE | $1,226 | $8,404-85.4% | $7,713-84.1% | $5,983-79.5% |
| Admin fee / account holder | $67,066 | $15,402+335.4% | $12,429+439.6% | $11,248+496.2% |