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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 | $17,467 | $175,231-90.0% | $149,696-88.3% | $139,466-87.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 43.91% | 166.77%-122.9pp | 134.46%-90.5pp | 373.66%-329.8pp |
| Employer contribution / active EE | $1,375 | $5,478-74.9% | $4,821-71.5% | $4,754-71.1% |
| Participant deferral / active EE | $1,533 | $6,521-76.5% | $5,682-73.0% | $6,712-77.2% |
| Admin fee / account holder | $2,168 | $16,155-86.6% | $13,212-83.6% | $11,409-81.0% |