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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 | $29,197 | $183,988-84.1% | $162,177-82.0% | $152,897-80.9% |
| Participation rate | 47.4% | 88.5%-41.1pp | 87.6%-40.2pp | 82.5%-35.1pp |
| Annual return | 19.98% | 150.79%-130.8pp | 115.60%-95.6pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,715 | $8,032-66.2% | $7,297-62.8% | $5,851-53.6% |
| Admin fee / account holder | $817 | $13,123-93.8% | $10,843-92.5% | $11,599-93.0% |