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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 | $17,508 | $126,519-86.2% | $106,201-83.5% | $145,959-88.0% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 14.63% | 225.10%-210.5pp | 116.26%-101.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,075 | $3,726-71.1% | $3,170-66.1% | $4,661-76.9% |
| Participant deferral / active EE | $1,395 | $5,716-75.6% | $5,012-72.2% | $6,689-79.1% |
| Admin fee / account holder | $1,141 | $17,312-93.4% | $11,039-89.7% | $13,398-91.5% |