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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 | $8,666 | $115,814-92.5% | $101,275-91.4% | $158,982-94.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 11.91% | 56.16%-44.2pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $948 | $4,176-77.3% | $3,660-74.1% | $4,763-80.1% |
| Participant deferral / active EE | $1,307 | $4,958-73.6% | $4,371-70.1% | $5,983-78.2% |
| Admin fee / account holder | $3,260 | $7,249-55.0% | $5,948-45.2% | $11,252-71.0% |