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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 | $6,392 | $96,691-93.4% | $86,656-92.6% | $139,487-95.4% |
| Participation rate | 69.6% | 74.4%-4.9pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 20.96% | 106.87%-85.9pp | 593.09%-572.1pp | 373.84%-352.9pp |
| Employer contribution / active EE | $734 | $3,267-77.5% | $3,025-75.7% | $4,755-84.6% |
| Participant deferral / active EE | $266 | $4,838-94.5% | $4,439-94.0% | $6,713-96.0% |
| Admin fee / account holder | $652 | $6,414-89.8% | $5,619-88.4% | $11,407-94.3% |