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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 | $125,190-86.0% | $105,624-83.4% | $145,897-88.0% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 14.63% | 225.22%-210.6pp | 116.20%-101.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,075 | $3,720-71.1% | $3,168-66.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,395 | $5,716-75.6% | $5,013-72.2% | $6,689-79.2% |
| Admin fee / account holder | $1,141 | $17,138-93.3% | $10,961-89.6% | $13,390-91.5% |