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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 | $14,078 | $53,127-73.5% | $86,597-83.7% | $70,131-79.9% |
| Participation rate | 11.1% | 65.3%-54.2pp | 73.5%-62.4pp | 69.5%-58.4pp |
| Annual return | 20.98% | 27.66%-6.7pp | 964.96%-944.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $535 | $2,068-74.1% | $2,840-81.1% | $2,342-77.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,849 | $3,585+202.6% | $4,906+121.2% | $4,645+133.5% |