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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 | $3,106 | $104,577-97.0% | $76,667-95.9% | $152,909-98.0% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 24.89% | 1014.36%-989.5pp | 1166.74%-1141.8pp | 345.46%-320.6pp |
| Employer contribution / active EE | $634 | $3,119-79.7% | $2,303-72.5% | $4,764-86.7% |
| Participant deferral / active EE | $634 | $4,237-85.0% | $3,336-81.0% | $5,851-89.2% |
| Admin fee / account holder | $325 | $12,290-97.4% | $6,423-94.9% | $11,601-97.2% |