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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 | $7,167 | $101,795-93.0% | $165,100-95.7% | $80,959-91.1% |
| Participation rate | 5.3% | 71.8%-66.6pp | 78.6%-73.4pp | 67.7%-62.4pp |
| Annual return | 11.77% | 16.73%-5.0pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $128 | $4,476-97.1% | $6,035-97.9% | $4,300-97.0% |
| Admin fee / account holder | $20,698 | $8,221+151.8% | $12,696+63.0% | $6,925+198.9% |