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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 | $16,607 | $98,240-83.1% | $82,312-79.8% | $147,586-88.7% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 15.58% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $626 | $3,192-80.4% | $2,428-74.2% | $4,876-87.2% |
| Participant deferral / active EE | $626 | $4,383-85.7% | $3,706-83.1% | $5,439-88.5% |
| Admin fee / account holder | $771 | $8,563-91.0% | $5,608-86.2% | $10,886-92.9% |