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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 | $3,308 | $124,425-97.3% | $112,040-97.0% | $137,256-97.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 27.59% | 24.72%+2.9pp | 24.52%+3.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $843 | $5,718-85.3% | $5,098-83.5% | $6,407-86.8% |
| Admin fee / account holder | $612 | $15,207-96.0% | $12,098-94.9% | $12,270-95.0% |