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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 | $15,943 | $160,028-90.0% | $147,080-89.2% | $145,884-89.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.37% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,124 | $5,286-78.7% | $4,933-77.2% | $4,662-75.9% |
| Participant deferral / active EE | $2,138 | $8,422-74.6% | $8,066-73.5% | $6,690-68.0% |
| Admin fee / account holder | $999 | $15,030-93.4% | $12,989-92.3% | $13,392-92.5% |