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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 | $6,798 | $76,551-91.1% | $123,894-94.5% | $62,881-89.2% |
| Participation rate | 14.8% | 73.0%-58.2pp | 81.4%-66.7pp | 69.3%-54.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $926 | $4,840-80.9% | $5,984-84.5% | $3,203-71.1% |
| Admin fee / account holder | $877 | $4,826-81.8% | $8,357-89.5% | $4,296-79.6% |