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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 | $13,439 | $156,398-91.4% | $147,318-90.9% | $138,895-90.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 18.14% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,221 | $4,853-74.9% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $1,715 | $8,237-79.2% | $7,906-78.3% | $6,396-73.2% |
| Admin fee / account holder | $1,135 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |