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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 | $16,721 | $88,672-81.1% | $105,223-84.1% | $82,448-79.7% |
| Participation rate | 32.3% | 67.9%-35.6pp | 75.0%-42.7pp | 68.1%-35.8pp |
| Annual return | 24.83% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $875 | $3,048-71.3% | $3,689-76.3% | $2,551-65.7% |
| Participant deferral / active EE | $1,234 | $4,036-69.4% | $5,072-75.7% | $4,139-70.2% |
| Admin fee / account holder | $891 | $7,146-87.5% | $8,859-89.9% | $7,234-87.7% |