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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 | $8,157 | $223,823-96.4% | $211,142-96.1% | $154,746-94.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 12.80% | 50.39%-37.6pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,628 | $6,787-76.0% | $6,442-74.7% | $4,379-62.8% |
| Participant deferral / active EE | $1,960 | $9,750-79.9% | $9,284-78.9% | $6,730-70.9% |
| Admin fee / account holder | $9,124 | $19,707-53.7% | $19,076-52.2% | $14,365-36.5% |