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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 | $15,214 | $102,382-85.1% | $147,005-89.7% | $80,874-81.2% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 36.74% | 134.89%-98.2pp | 418.76%-382.0pp | 35.62%+1.1pp |
| Employer contribution / active EE | $1,228 | $3,715-66.9% | $4,934-75.1% | $2,756-55.4% |
| Participant deferral / active EE | $1,843 | $6,646-72.3% | $8,070-77.2% | $4,297-57.1% |
| Admin fee / account holder | $869 | $7,942-89.1% | $13,006-93.3% | $6,935-87.5% |