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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 | $4,476 | $73,546-93.9% | $63,018-92.9% | $147,586-97.0% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.8%-39.1pp | 82.8%-47.1pp |
| Annual return | 13.86% | 175.56%-161.7pp | 87.62%-73.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $336 | $3,324-89.9% | $2,761-87.8% | $4,876-93.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,186 | $5,956-63.3% | $3,601-39.3% | $10,886-79.9% |