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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 | $7,434 | $102,422-92.7% | $147,117-94.9% | $80,959-90.8% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 14.38% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,201 | $3,717-67.7% | $4,932-75.6% | $2,757-56.4% |
| Participant deferral / active EE | $1,868 | $6,652-71.9% | $8,065-76.8% | $4,300-56.6% |
| Admin fee / account holder | $1,136 | $7,953-85.7% | $12,993-91.3% | $6,925-83.6% |