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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 | $3,199 | $92,684-96.5% | $82,706-96.1% | $134,509-97.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -20.20% | 945.84%-966.0pp | 701.76%-722.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,068 | $3,272-67.4% | $3,007-64.5% | $4,741-77.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,026 | $5,982-82.9% | $5,329-80.7% | $11,427-91.0% |