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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 | $5,480 | $106,247-94.8% | $96,515-94.3% | $139,466-96.1% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 27.53% | 38.47%-10.9pp | 35.73%-8.2pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,041 | $4,106-74.6% | $3,740-72.2% | $4,754-78.1% |
| Participant deferral / active EE | $1,196 | $5,456-78.1% | $4,880-75.5% | $6,712-82.2% |
| Admin fee / account holder | $413 | $7,885-94.8% | $6,735-93.9% | $11,409-96.4% |