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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 | $9,243 | $56,431-83.6% | $130,788-92.9% | $87,485-89.4% |
| Participation rate | 15.9% | 58.9%-43.0pp | 70.1%-54.2pp | 68.9%-53.0pp |
| Annual return | 15.36% | 91.27%-75.9pp | 386.44%-371.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $394 | $2,749-85.7% | $4,137-90.5% | $4,274-90.8% |
| Admin fee / account holder | $1,484 | $4,433-66.5% | $6,673-77.8% | $7,775-80.9% |