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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 | $12,098 | $183,539-93.4% | $155,556-92.2% | $145,897-91.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 71.75% | 61.31%+10.4pp | 64.84%+6.9pp | 552.29%-480.5pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,675-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $1,651 | $6,467-74.5% | $5,631-70.7% | $6,689-75.3% |
| Admin fee / account holder | $4,184 | $19,275-78.3% | $15,885-73.7% | $13,390-68.8% |