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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 | $10,746 | $60,454-82.2% | $81,844-86.9% | $74,459-85.6% |
| Participation rate | 23.7% | 63.0%-39.3pp | 72.4%-48.7pp | 67.2%-43.5pp |
| Annual return | 11.67% | 16.87%-5.2pp | 778.87%-767.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $535 | $2,630-79.7% | $2,916-81.7% | $2,626-79.6% |
| Participant deferral / active EE | $560 | $3,398-83.5% | $4,323-87.1% | $4,350-87.1% |
| Admin fee / account holder | $1,896 | $1,490+27.2% | $7,355-74.2% | $1,945-2.5% |