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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 | $11,238 | $68,394-83.6% | $94,672-88.1% | $75,177-85.1% |
| Participation rate | 12.1% | 76.1%-64.0pp | 80.8%-68.7pp | 67.2%-55.1pp |
| Annual return | 32.92% | 616.92%-584.0pp | 156.89%-124.0pp | 160.75%-127.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,342 | $6,536-79.5% | $7,417-81.9% | $4,126-67.5% |
| Admin fee / account holder | $8,423 | $5,326+58.2% | $7,222+16.6% | $5,651+49.1% |