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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 | $13,713 | $156,398-91.2% | $147,318-90.7% | $138,895-90.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 14.98% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,072 | $4,853-77.9% | $4,593-76.7% | $4,194-74.4% |
| Participant deferral / active EE | $2,231 | $8,237-72.9% | $7,906-71.8% | $6,396-65.1% |
| Admin fee / account holder | $1,338 | $14,976-91.1% | $13,708-90.2% | $12,562-89.3% |