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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 | $19,550 | $62,177-68.6% | $81,370-76.0% | $74,478-73.8% |
| Participation rate | 13.6% | 64.1%-50.5pp | 69.5%-56.0pp | 67.2%-53.7pp |
| Annual return | 16.10% | 16.62%-0.5pp | 24.85%-8.7pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $991 | $3,219-69.2% | $3,885-74.5% | $4,350-77.2% |
| Admin fee / account holder | $6,539 | $1,927+239.4% | $5,749+13.7% | $1,946+236.1% |