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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 | $2,492 | $110,093-97.7% | $97,295-97.4% | $145,897-98.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.61% | 244.76%-231.1pp | 75.62%-62.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $412 | $3,077-86.6% | $2,723-84.9% | $4,663-91.2% |
| Participant deferral / active EE | $412 | $4,678-91.2% | $4,264-90.3% | $6,689-93.8% |
| Admin fee / account holder | $2,116 | $6,212-65.9% | $5,646-62.5% | $13,390-84.2% |