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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 | $3,756 | $97,125-96.1% | $86,233-95.6% | $137,256-97.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 12.02% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $347 | $2,841-87.8% | $2,504-86.1% | $4,156-91.6% |
| Participant deferral / active EE | $416 | $5,180-92.0% | $4,559-90.9% | $6,407-93.5% |
| Admin fee / account holder | $5,739 | $9,725-41.0% | $8,342-31.2% | $12,270-53.2% |