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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 | $3,827 | $103,038-96.3% | $90,324-95.8% | $152,909-97.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 76.32% | 95.25%-18.9pp | 78.15%-1.8pp | 345.46%-269.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $320 | $4,282-92.5% | $3,885-91.8% | $5,851-94.5% |
| Admin fee / account holder | $494 | $6,177-92.0% | $5,356-90.8% | $11,601-95.7% |