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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 | $20,372 | $85,766-76.2% | $136,298-85.1% | $70,126-70.9% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 18.52% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $850 | $2,966-71.3% | $4,696-81.9% | $2,343-63.7% |
| Participant deferral / active EE | $1,390 | $5,051-72.5% | $6,247-77.7% | $3,332-58.3% |
| Admin fee / account holder | $435 | $5,421-92.0% | $9,244-95.3% | $4,645-90.6% |