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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 | $10,056 | $98,776-89.8% | $149,745-93.3% | $79,856-87.4% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 156.06% | 27.38%+128.7pp | 276.72%-120.7pp | 31.71%+124.3pp |
| Employer contribution / active EE | $1,396 | $3,217-56.6% | $4,646-69.9% | $2,471-43.5% |
| Participant deferral / active EE | $2,364 | $5,681-58.4% | $6,843-65.5% | $3,741-36.8% |
| Admin fee / account holder | $616 | $6,053-89.8% | $9,312-93.4% | $5,306-88.4% |