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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 | $12,377 | $150,447-91.8% | $136,298-90.9% | $147,586-91.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 11.91% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,616 | $5,256-50.2% | $4,696-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $1,518 | $6,631-77.1% | $6,247-75.7% | $5,439-72.1% |
| Admin fee / account holder | $19,303 | $10,906+77.0% | $9,244+108.8% | $10,886+77.3% |