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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 | $6,844 | $108,882-93.7% | $96,754-92.9% | $154,746-95.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 18.36% | 98.39%-80.0pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $948 | $3,018-68.6% | $2,679-64.6% | $4,379-78.3% |
| Participant deferral / active EE | $958 | $5,323-82.0% | $4,758-79.9% | $6,730-85.8% |
| Admin fee / account holder | $822 | $10,200-91.9% | $8,905-90.8% | $14,365-94.3% |