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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 | $10,764 | $251,004-95.7% | $191,597-94.4% | $138,895-92.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 76.9%-10.3pp | 79.9%-13.3pp |
| Annual return | 9.31% | 31.05%-21.7pp | 27.07%-17.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,502 | $8,154-81.6% | $6,850-78.1% | $6,396-76.5% |
| Admin fee / account holder | $4,614 | $31,471-85.3% | $22,799-79.8% | $12,562-63.3% |