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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 | $13,328 | $118,708-88.8% | $98,920-86.5% | $158,982-91.6% |
| Participation rate | 38.5% | 77.8%-39.4pp | 76.0%-37.6pp | 82.0%-43.5pp |
| Annual return | 12.18% | 372.49%-360.3pp | 196.47%-184.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $524 | $3,334-84.3% | $2,689-80.5% | $4,763-89.0% |
| Participant deferral / active EE | $925 | $5,089-81.8% | $4,245-78.2% | $5,983-84.5% |
| Admin fee / account holder | $1,282 | $10,134-87.3% | $6,643-80.7% | $11,252-88.6% |