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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 | $26,306 | $180,459-85.4% | $154,108-82.9% | $135,380-80.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.03% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,450 | $5,806-75.0% | $5,081-71.5% | $5,609-74.1% |
| Admin fee / account holder | $2,294 | $16,145-85.8% | $13,411-82.9% | $10,828-78.8% |