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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 | $7,605 | $157,296-95.2% | $141,191-94.6% | $152,897-95.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.22% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $956 | $5,262-81.8% | $4,736-79.8% | $4,764-79.9% |
| Participant deferral / active EE | $956 | $7,111-86.6% | $6,710-85.8% | $5,851-83.7% |
| Admin fee / account holder | $1,412 | $12,125-88.4% | $10,264-86.2% | $11,599-87.8% |