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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 | $18,155 | $79,209-77.1% | $102,434-82.3% | $74,459-75.6% |
| Participation rate | 4.5% | 74.8%-70.2pp | 76.5%-72.0pp | 67.2%-62.7pp |
| Annual return | 13.31% | 54.98%-41.7pp | 29.46%-16.1pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $193 | $4,417-95.6% | $5,055-96.2% | $4,350-95.6% |
| Admin fee / account holder | $1,066 | $2,002-46.7% | $9,462-88.7% | $1,945-45.2% |