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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 | $5,332 | $98,776-94.6% | $149,745-96.4% | $79,856-93.3% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.5%-67.1pp | 69.6%-54.3pp |
| Annual return | 21.46% | 27.38%-5.9pp | 276.72%-255.3pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $235 | $5,681-95.9% | $6,843-96.6% | $3,741-93.7% |
| Admin fee / account holder | $1,263 | $6,053-79.1% | $9,312-86.4% | $5,306-76.2% |