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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 | $10,502 | $60,128-82.5% | $90,440-88.4% | $79,852-86.8% |
| Participation rate | 67.5% | 65.0%+2.5pp | 72.7%-5.2pp | 69.6%-2.1pp |
| Annual return | 13.18% | 71.95%-58.8pp | 1294.38%-1281.2pp | 31.72%-18.5pp |
| Employer contribution / active EE | $722 | $2,068-65.1% | $3,263-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $592 | $2,939-79.9% | $3,964-85.1% | $3,740-84.2% |
| Admin fee / account holder | $560 | $3,977-85.9% | $5,615-90.0% | $5,306-89.5% |