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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 | $1,987 | $90,617-97.8% | $79,476-97.5% | $135,382-98.5% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -1.14% | 977.57%-978.7pp | 718.21%-719.4pp | 519.77%-520.9pp |
| Employer contribution / active EE | $842 | $3,068-72.5% | $2,800-69.9% | $4,779-82.4% |
| Participant deferral / active EE | $89 | $4,050-97.8% | $3,704-97.6% | $5,609-98.4% |
| Admin fee / account holder | $6,514 | $5,907+10.3% | $5,113+27.4% | $10,829-39.8% |