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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 | $5,445 | $98,776-94.5% | $149,745-96.4% | $79,856-93.2% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.5%-54.9pp | 69.6%-42.1pp |
| Annual return | 50.10% | 27.38%+22.7pp | 276.72%-226.6pp | 31.71%+18.4pp |
| Employer contribution / active EE | $1,550 | $3,217-51.8% | $4,646-66.6% | $2,471-37.3% |
| Participant deferral / active EE | $775 | $5,681-86.4% | $6,843-88.7% | $3,741-79.3% |
| Admin fee / account holder | $827 | $6,053-86.3% | $9,312-91.1% | $5,306-84.4% |