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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 | $11,355 | $156,398-92.7% | $147,318-92.3% | $138,895-91.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 26.97% | 78.75%-51.8pp | 70.43%-43.5pp | 145.39%-118.4pp |
| Employer contribution / active EE | $1,742 | $4,853-64.1% | $4,593-62.1% | $4,194-58.5% |
| Participant deferral / active EE | $2,032 | $8,237-75.3% | $7,906-74.3% | $6,396-68.2% |
| Admin fee / account holder | $1,386 | $14,976-90.7% | $13,708-89.9% | $12,562-89.0% |