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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 | $9,171 | $157,829-94.2% | $136,867-93.3% | $198,609-95.4% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 11.04% | 51.25%-40.2pp | 42.97%-31.9pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,375 | $3,923-64.9% | $3,547-61.2% | $5,055-72.8% |
| Participant deferral / active EE | $1,193 | $5,463-78.2% | $4,924-75.8% | $6,977-82.9% |
| Admin fee / account holder | $823 | $11,107-92.6% | $10,340-92.0% | $19,030-95.7% |