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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 | $29,374 | $105,284-72.1% | $150,734-80.5% | $94,015-68.8% |
| Participation rate | 30.3% | 71.7%-41.4pp | 78.4%-48.1pp | 70.8%-40.5pp |
| Annual return | 17.74% | 15.67%+2.1pp | 600.81%-583.1pp | 17.84%-0.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,904 | $4,274-55.5% | $5,610-66.1% | $4,249-55.2% |
| Admin fee / account holder | $39,409 | $9,839+300.6% | $14,905+164.4% | $8,951+340.3% |