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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 | $14,202 | $102,385-86.1% | $147,080-90.3% | $80,935-82.5% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 15.31% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,044 | $3,717-71.9% | $4,933-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,612 | $6,651-75.8% | $8,066-80.0% | $4,299-62.5% |
| Admin fee / account holder | $699 | $7,951-91.2% | $12,989-94.6% | $6,924-89.9% |