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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 | $5,701 | $112,121-94.9% | $95,960-94.1% | $158,966-96.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 13.24% | 171.16%-157.9pp | 91.63%-78.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $825 | $3,199-74.2% | $2,541-67.5% | $4,762-82.7% |
| Participant deferral / active EE | $1,341 | $4,784-72.0% | $4,167-67.8% | $5,983-77.6% |
| Admin fee / account holder | $1,493 | $10,135-85.3% | $6,797-78.0% | $11,250-86.7% |