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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 | $11,438 | $156,398-92.7% | $147,318-92.2% | $138,895-91.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 16.11% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $945 | $4,853-80.5% | $4,593-79.4% | $4,194-77.5% |
| Participant deferral / active EE | $890 | $8,237-89.2% | $7,906-88.7% | $6,396-86.1% |
| Admin fee / account holder | $2,954 | $14,976-80.3% | $13,708-78.5% | $12,562-76.5% |