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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 | $19,854 | $78,423-74.7% | $95,964-79.3% | $79,856-75.1% |
| Participation rate | 50.6% | 73.5%-22.8pp | 77.1%-26.4pp | 69.6%-19.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $759 | $1,945-61.0% | $2,541-70.1% | $2,471-69.3% |
| Participant deferral / active EE | $939 | $3,440-72.7% | $4,167-77.5% | $3,741-74.9% |
| Admin fee / account holder | $3,428 | $5,622-39.0% | $6,797-49.6% | $5,306-35.4% |