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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 | $19,810 | $182,823-89.2% | $161,596-87.7% | $198,609-90.0% |
| Participation rate | 63.6% | 81.5%-17.9pp | 80.7%-17.1pp | 82.4%-18.7pp |
| Annual return | 29.20% | 484.64%-455.4pp | 389.92%-360.7pp | 202.70%-173.5pp |
| Employer contribution / active EE | $918 | $4,109-77.7% | $3,977-76.9% | $5,055-81.8% |
| Participant deferral / active EE | $1,750 | $7,056-75.2% | $6,750-74.1% | $6,977-74.9% |
| Admin fee / account holder | $2,563 | $15,687-83.7% | $13,161-80.5% | $19,030-86.5% |