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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 | $12,934 | $53,127-75.7% | $86,597-85.1% | $70,131-81.6% |
| Participation rate | 12.0% | 65.3%-53.3pp | 73.5%-61.5pp | 69.5%-57.5pp |
| Annual return | 15.14% | 27.66%-12.5pp | 964.96%-949.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $627 | $2,696-76.7% | $3,609-82.6% | $3,332-81.2% |
| Admin fee / account holder | $786 | $3,585-78.1% | $4,906-84.0% | $4,645-83.1% |