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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 | $5,889 | $52,353-88.8% | $120,225-95.1% | $82,448-92.9% |
| Participation rate | 19.0% | 58.3%-39.3pp | 69.6%-50.5pp | 68.1%-49.0pp |
| Annual return | 20.37% | 61.85%-41.5pp | 439.23%-418.9pp | 41.64%-21.3pp |
| Employer contribution / active EE | $255 | $1,510-83.1% | $3,475-92.7% | $2,551-90.0% |
| Participant deferral / active EE | $305 | $2,627-88.4% | $3,999-92.4% | $4,139-92.6% |
| Admin fee / account holder | $716 | $4,363-83.6% | $5,696-87.4% | $7,234-90.1% |