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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 | $13,977 | $275,752-94.9% | $256,809-94.6% | $198,609-93.0% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 36.35% | 34.81%+1.5pp | 32.73%+3.6pp | 202.70%-166.3pp |
| Employer contribution / active EE | $2,370 | $7,721-69.3% | $7,263-67.4% | $5,055-53.1% |
| Participant deferral / active EE | $3,239 | $10,037-67.7% | $9,520-66.0% | $6,977-53.6% |
| Admin fee / account holder | $786 | $25,716-96.9% | $25,146-96.9% | $19,030-95.9% |