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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 | $9,573 | $150,412-93.6% | $120,574-92.1% | $145,884-93.4% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.4pp | 80.3%-51.7pp |
| Annual return | 12.64% | 154.50%-141.9pp | 107.42%-94.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,279 | $4,355-70.6% | $3,471-63.1% | $4,662-72.6% |
| Participant deferral / active EE | $714 | $6,175-88.4% | $4,996-85.7% | $6,690-89.3% |
| Admin fee / account holder | $2,393 | $12,224-80.4% | $9,445-74.7% | $13,392-82.1% |