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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 | $7,485 | $107,353-93.0% | $92,903-91.9% | $152,885-95.1% |
| Participation rate | 35.3% | 79.8%-44.5pp | 76.0%-40.7pp | 82.5%-47.2pp |
| Annual return | 22.97% | 145.62%-122.6pp | 109.43%-86.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,139 | $4,222-73.0% | $3,653-68.8% | $4,763-76.1% |
| Participant deferral / active EE | $1,139 | $4,848-76.5% | $4,238-73.1% | $5,851-80.5% |
| Admin fee / account holder | $1,886 | $7,081-73.4% | $5,795-67.5% | $11,598-83.7% |