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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 | $8,189 | $148,629-94.5% | $135,982-94.0% | $139,487-94.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 17.38% | 79.33%-62.0pp | 68.32%-50.9pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,354 | $5,247-74.2% | $4,859-72.1% | $4,755-71.5% |
| Participant deferral / active EE | $2,023 | $8,102-75.0% | $7,760-73.9% | $6,713-69.9% |
| Admin fee / account holder | $566 | $12,406-95.4% | $10,767-94.7% | $11,407-95.0% |