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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 | $11,795 | $160,070-92.6% | $147,117-92.0% | $145,897-91.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 23.40% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,138 | $5,285-78.5% | $4,932-76.9% | $4,663-75.6% |
| Participant deferral / active EE | $2,276 | $8,419-73.0% | $8,065-71.8% | $6,689-66.0% |
| Admin fee / account holder | $6,216 | $15,035-58.7% | $12,993-52.2% | $13,390-53.6% |