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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 | $20,514 | $165,381-87.6% | $149,730-86.3% | $158,966-87.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.85% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.1pp |
| Employer contribution / active EE | $1,193 | $5,104-76.6% | $4,645-74.3% | $4,762-75.0% |
| Participant deferral / active EE | $1,448 | $7,182-79.8% | $6,843-78.8% | $5,983-75.8% |
| Admin fee / account holder | $1,252 | $10,809-88.4% | $9,310-86.6% | $11,250-88.9% |