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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 | $18,153 | $90,170-79.9% | $150,734-88.0% | $69,733-74.0% |
| Participation rate | 19.6% | 60.2%-40.6pp | 78.4%-58.8pp | 62.5%-42.8pp |
| Annual return | 14.34% | 16.56%-2.2pp | 600.81%-586.5pp | 15.22%-0.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $563 | $3,086-81.8% | $5,610-90.0% | $3,054-81.6% |
| Admin fee / account holder | $1,484 | $4,600-67.7% | $14,905-90.0% | $3,102-52.2% |