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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 | $12,956 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,856 | $4,804-61.4% | $4,554-59.2% | $4,156-55.3% |
| Participant deferral / active EE | $1,982 | $8,216-75.9% | $7,897-74.9% | $6,407-69.1% |
| Admin fee / account holder | $4,772 | $14,344-66.7% | $13,129-63.7% | $12,270-61.1% |