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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 | $12,102 | $89,259-86.4% | $107,187-88.7% | $82,637-85.4% |
| Participation rate | 8.1% | 67.9%-59.8pp | 75.0%-66.9pp | 68.1%-59.9pp |
| Annual return | 16.99% | 21.02%-4.0pp | 204.55%-187.6pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $173 | $4,037-95.7% | $5,096-96.6% | $4,126-95.8% |
| Admin fee / account holder | $2,575 | $7,381-65.1% | $9,162-71.9% | $7,339-64.9% |