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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 | $11,261 | $56,140-79.9% | $76,327-85.2% | $74,459-84.9% |
| Participation rate | 4.5% | 62.6%-58.1pp | 79.2%-74.8pp | 67.2%-62.8pp |
| Annual return | 16.18% | 13.87%+2.3pp | 13.79%+2.4pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $4,584-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $136 | $3,154-95.7% | $5,478-97.5% | $4,350-96.9% |
| Admin fee / account holder | $321 | $776-58.6% | $5,139-93.8% | $1,945-83.5% |