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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 | $17,983 | $54,717-67.1% | $86,216-79.1% | $71,511-74.9% |
| Participation rate | 8.9% | 60.1%-51.2pp | 69.0%-60.1pp | 67.9%-59.0pp |
| Annual return | 24.91% | 20.07%+4.8pp | 1169.42%-1144.5pp | 28.86%-3.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $870 | $3,110-72.0% | $3,986-78.2% | $4,291-79.7% |
| Admin fee / account holder | $744 | $1,922-61.3% | $6,853-89.1% | $1,588-53.2% |