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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 | $4,931 | $157,304-96.9% | $141,197-96.5% | $152,909-96.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 25.06% | 64.34%-39.3pp | 71.41%-46.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $974 | $5,263-81.5% | $4,736-79.4% | $4,764-79.6% |
| Participant deferral / active EE | $1,700 | $7,111-76.1% | $6,710-74.7% | $5,851-70.9% |
| Admin fee / account holder | $4,319 | $12,126-64.4% | $10,265-57.9% | $11,601-62.8% |