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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 | $13,766 | $162,136-91.5% | $152,301-91.0% | $154,746-91.1% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 40.93% | 91.02%-50.1pp | 80.50%-39.6pp | 172.34%-131.4pp |
| Employer contribution / active EE | $1,389 | $4,890-71.6% | $4,624-70.0% | $4,379-68.3% |
| Participant deferral / active EE | $1,453 | $8,341-82.6% | $8,004-81.8% | $6,730-78.4% |
| Admin fee / account holder | $1,476 | $15,759-90.6% | $14,398-89.8% | $14,365-89.7% |