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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 | $8,372 | $149,679-94.4% | $117,039-92.8% | $147,586-94.3% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 265.36% | 19.31%+246.0pp | 18.95%+246.4pp | 578.59%-313.2pp |
| Employer contribution / active EE | $1,216 | $4,937-75.4% | $3,785-67.9% | $4,876-75.1% |
| Participant deferral / active EE | $479 | $4,912-90.2% | $3,929-87.8% | $5,439-91.2% |
| Admin fee / account holder | $502 | $7,856-93.6% | $5,974-91.6% | $10,886-95.4% |