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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 | $11,343 | $150,412-92.5% | $120,574-90.6% | $145,884-92.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 13.36% | 154.50%-141.1pp | 107.42%-94.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,167 | $4,355-73.2% | $3,471-66.4% | $4,662-75.0% |
| Participant deferral / active EE | $1,263 | $6,175-79.5% | $4,996-74.7% | $6,690-81.1% |
| Admin fee / account holder | $2,620 | $12,224-78.6% | $9,445-72.3% | $13,392-80.4% |