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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 | $14,609 | $212,386-93.1% | $199,883-92.7% | $138,895-89.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 22.93% | 47.75%-24.8pp | 43.81%-20.9pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,144 | $6,625-67.6% | $6,261-65.8% | $4,194-48.9% |
| Participant deferral / active EE | $2,144 | $9,617-77.7% | $9,138-76.5% | $6,396-66.5% |
| Admin fee / account holder | $3,851 | $18,233-78.9% | $17,268-77.7% | $12,562-69.3% |