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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 | $13,703 | $50,637-72.9% | $86,582-84.2% | $62,293-78.0% |
| Participation rate | 69.6% | 67.9%+1.7pp | 73.5%-3.9pp | 69.5%+0.1pp |
| Annual return | 14.52% | 20.80%-6.3pp | 965.08%-950.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,524 | $2,075-26.6% | $2,839-46.3% | $2,042-25.4% |
| Participant deferral / active EE | $31 | $2,611-98.8% | $3,609-99.1% | $3,169-99.0% |
| Admin fee / account holder | $3,343 | $413+709.0% | $4,904-31.8% | $479+597.5% |