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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 | $11,093 | $133,998-91.7% | $112,263-90.1% | $134,545-91.8% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -9.92% | 47.17%-57.1pp | 27.49%-37.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $16,332 | $4,040+304.2% | $3,636+349.2% | $4,742+244.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,695 | $7,493+349.7% | $6,410+425.6% | $11,431+194.8% |