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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 | $10,291 | $124,980-91.8% | $108,359-90.5% | $154,746-93.3% |
| Participation rate | 35.0% | 75.2%-40.2pp | 70.1%-35.1pp | 80.7%-45.7pp |
| Annual return | 22.08% | 45.00%-22.9pp | 36.89%-14.8pp | 172.34%-150.3pp |
| Employer contribution / active EE | $740 | $2,851-74.0% | $2,399-69.2% | $4,379-83.1% |
| Participant deferral / active EE | $906 | $4,743-80.9% | $4,137-78.1% | $6,730-86.5% |
| Admin fee / account holder | $2,680 | $11,502-76.7% | $9,741-72.5% | $14,365-81.3% |