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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 | $14,369 | $99,652-85.6% | $78,778-81.8% | $147,586-90.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 8.02% | 47.28%-39.3pp | 35.62%-27.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $336 | $2,796-88.0% | $1,986-83.1% | $4,876-93.1% |
| Participant deferral / active EE | $672 | $3,664-81.7% | $2,958-77.3% | $5,439-87.6% |
| Admin fee / account holder | $7,396 | $7,155+3.4% | $5,134+44.1% | $10,886-32.1% |