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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 | $11,434 | $60,139-81.0% | $90,461-87.4% | $79,856-85.7% |
| Participation rate | 25.6% | 65.0%-39.4pp | 72.7%-47.1pp | 69.6%-44.1pp |
| Annual return | 17.17% | 71.96%-54.8pp | 1294.76%-1277.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $550 | $2,069-73.4% | $3,264-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $701 | $2,939-76.1% | $3,964-82.3% | $3,741-81.2% |
| Admin fee / account holder | $592 | $3,978-85.1% | $5,617-89.5% | $5,306-88.8% |