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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 | $4,086 | $73,421-94.4% | $66,439-93.9% | $155,188-97.4% |
| Participation rate | 37.5% | 79.7%-42.2pp | 74.5%-37.0pp | 80.8%-43.3pp |
| Annual return | 12.98% | 1382.37%-1369.4pp | 757.66%-744.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $568 | $4,680-87.9% | $3,876-85.3% | $6,531-91.3% |
| Admin fee / account holder | $2,496 | $8,856-71.8% | $6,173-59.6% | $14,480-82.8% |