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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 | $8,858 | $183,627-95.2% | $155,602-94.3% | $145,978-93.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 10.24% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,130 | $5,316-78.7% | $4,675-75.8% | $4,662-75.8% |
| Participant deferral / active EE | $1,495 | $6,466-76.9% | $5,629-73.4% | $6,690-77.6% |
| Admin fee / account holder | $8,732 | $19,327-54.8% | $15,923-45.2% | $13,400-34.8% |