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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 | $2,309 | $59,456-96.1% | $93,669-97.5% | $74,429-96.9% |
| Participation rate | 2.0% | 59.6%-57.7pp | 68.7%-66.7pp | 67.2%-65.2pp |
| Annual return | 10.81% | 82.00%-71.2pp | 133.59%-122.8pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $364 | $1,266-71.2% | $2,424-85.0% | $2,625-86.1% |
| Participant deferral / active EE | $448 | $3,052-85.3% | $4,416-89.8% | $4,348-89.7% |
| Admin fee / account holder | $616,992 | $3,026+20290.6% | $8,291+7341.6% | $1,944+31633.3% |