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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 | $11,897 | $65,395-81.8% | $182,540-93.5% | $72,975-83.7% |
| Participation rate | 16.0% | 65.4%-49.4pp | 78.0%-62.0pp | 69.5%-53.5pp |
| Annual return | 28.43% | 27.68%+0.7pp | 148.58%-120.1pp | 81.01%-52.6pp |
| Employer contribution / active EE | $699 | $1,911-63.4% | $4,076-82.8% | $2,440-71.3% |
| Participant deferral / active EE | $558 | $3,563-84.3% | $5,525-89.9% | $3,608-84.5% |
| Admin fee / account holder | $1,883 | $4,245-55.6% | $8,593-78.1% | $5,124-63.3% |