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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 | $22,279 | $85,766-74.0% | $136,298-83.7% | $70,126-68.2% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.3pp | 69.5%-12.9pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,137 | $2,966-61.7% | $4,696-75.8% | $2,343-51.5% |
| Participant deferral / active EE | $1,498 | $5,051-70.4% | $6,247-76.0% | $3,332-55.1% |
| Admin fee / account holder | $1,062 | $5,421-80.4% | $9,244-88.5% | $4,645-77.1% |