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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 | $23,343 | $160,059-85.4% | $140,019-83.3% | $135,380-82.8% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.5%-25.6pp | 82.6%-20.7pp |
| Annual return | -6.65% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,522 | $6,420-76.3% | $5,605-72.8% | $4,779-68.2% |
| Participant deferral / active EE | $1,775 | $7,641-76.8% | $6,927-74.4% | $5,609-68.3% |
| Admin fee / account holder | $2,999 | $13,328-77.5% | $10,705-72.0% | $10,828-72.3% |