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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 | $28,239 | $99,957-71.7% | $149,730-81.1% | $73,493-61.6% |
| Participation rate | 13.5% | 75.7%-62.2pp | 82.5%-69.0pp | 70.7%-57.2pp |
| Annual return | 15.32% | 53.87%-38.6pp | 276.70%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,366 | $6,073-77.5% | $6,843-80.0% | $3,740-63.5% |
| Admin fee / account holder | $9,913 | $551+1700.0% | $9,310+6.5% | $513+1831.9% |