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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 | $3,778 | $135,956-97.2% | $123,894-97.0% | $273,972-98.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 75.33% | 56.63%+18.7pp | 47.52%+27.8pp | 41.46%+33.9pp |
| Employer contribution / active EE | $2,562 | $5,170-50.4% | $4,617-44.5% | $4,869-47.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,239 | $9,817-87.4% | $8,357-85.2% | $10,133-87.8% |