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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 | $3,254 | $102,938-96.8% | $94,105-96.5% | $138,895-97.7% |
| Participation rate | 55.6% | 74.6%-19.1pp | 71.9%-16.4pp | 79.9%-24.4pp |
| Annual return | 18.20% | 250.28%-232.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $615 | $4,196-85.3% | $3,881-84.1% | $6,396-90.4% |
| Admin fee / account holder | $500 | $6,600-92.4% | $6,199-91.9% | $12,562-96.0% |