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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 | $9,140 | $54,757-83.3% | $90,304-89.9% | $72,975-87.5% |
| Participation rate | 23.9% | 65.2%-41.2pp | 73.3%-49.4pp | 69.5%-45.6pp |
| Annual return | 83.89% | 30.63%+53.3pp | 78.13%+5.8pp | 81.01%+2.9pp |
| Employer contribution / active EE | $401 | $2,093-80.8% | $2,855-85.9% | $2,440-83.6% |
| Participant deferral / active EE | $611 | $2,887-78.8% | $3,885-84.3% | $3,608-83.1% |
| Admin fee / account holder | $374 | $3,973-90.6% | $5,354-93.0% | $5,124-92.7% |