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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 | $160,070-94.8% | $147,117-94.3% | $145,897-94.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.71% | 98.69%-72.0pp | 420.54%-393.8pp | 552.29%-525.6pp |
| Employer contribution / active EE | $1,475 | $5,285-72.1% | $4,932-70.1% | $4,663-68.4% |
| Participant deferral / active EE | $1,469 | $8,419-82.6% | $8,065-81.8% | $6,689-78.0% |
| Admin fee / account holder | $611 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |