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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 | $7,220 | $73,518-90.2% | $63,003-88.5% | $147,585-95.1% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.8%-44.8pp | 82.8%-52.8pp |
| Annual return | 20.06% | 175.46%-155.4pp | 87.59%-67.5pp | 578.57%-558.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $517 | $4,183-87.6% | $3,329-84.5% | $5,439-90.5% |
| Admin fee / account holder | $855 | $5,952-85.6% | $3,600-76.2% | $10,885-92.1% |