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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 | $10,057 | $106,267-90.5% | $96,520-89.6% | $139,456-92.8% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 25.04% | 38.45%-13.4pp | 35.72%-10.7pp | 373.45%-348.4pp |
| Employer contribution / active EE | $4,193 | $4,105+2.2% | $3,739+12.2% | $4,753-11.8% |
| Participant deferral / active EE | $455 | $5,454-91.7% | $4,879-90.7% | $6,711-93.2% |
| Admin fee / account holder | $2,419 | $7,882-69.3% | $6,733-64.1% | $11,407-78.8% |