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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 | $8,326 | $160,040-94.8% | $147,096-94.3% | $145,877-94.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.71% | 98.49%-71.8pp | 419.75%-393.0pp | 551.28%-524.6pp |
| Employer contribution / active EE | $1,475 | $5,289-72.1% | $4,936-70.1% | $4,663-68.4% |
| Participant deferral / active EE | $1,469 | $8,429-82.6% | $8,071-81.8% | $6,691-78.0% |
| Admin fee / account holder | $611 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |