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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 | $13,976 | $48,432-71.1% | $121,204-88.5% | $71,511-80.5% |
| Participation rate | 22.6% | 54.3%-31.7pp | 69.5%-46.9pp | 67.9%-45.3pp |
| Annual return | 18.74% | 23.28%-4.5pp | 987.18%-968.4pp | 28.86%-10.1pp |
| Employer contribution / active EE | $411 | $1,493-72.4% | $4,170-90.1% | $2,589-84.1% |
| Participant deferral / active EE | $525 | $2,756-80.9% | $4,083-87.1% | $4,291-87.8% |
| Admin fee / account holder | $1,076 | $1,845-41.7% | $5,651-81.0% | $1,588-32.3% |