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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 | $9,596 | $107,353-91.1% | $92,903-89.7% | $152,885-93.7% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 23.69% | 145.62%-121.9pp | 109.43%-85.7pp | 345.39%-321.7pp |
| Employer contribution / active EE | $901 | $4,222-78.7% | $3,653-75.3% | $4,763-81.1% |
| Participant deferral / active EE | $1,174 | $4,848-75.8% | $4,238-72.3% | $5,851-79.9% |
| Admin fee / account holder | $2,053 | $7,081-71.0% | $5,795-64.6% | $11,598-82.3% |