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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 | $7,814 | $111,535-93.0% | $105,223-92.6% | $137,256-94.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 27.09% | 237.85%-210.8pp | 180.65%-153.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $876 | $3,939-77.8% | $3,689-76.2% | $4,156-78.9% |
| Participant deferral / active EE | $1,092 | $5,500-80.1% | $5,072-78.5% | $6,407-83.0% |
| Admin fee / account holder | $1,406 | $9,721-85.5% | $8,859-84.1% | $12,270-88.5% |