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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 | $7,310 | $107,368-93.2% | $92,915-92.1% | $152,909-95.2% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 83.31% | 145.64%-62.3pp | 109.45%-26.1pp | 345.46%-262.2pp |
| Employer contribution / active EE | $7,996 | $4,222+89.4% | $3,653+118.9% | $4,764+67.8% |
| Participant deferral / active EE | $131 | $4,848-97.3% | $4,238-96.9% | $5,851-97.8% |
| Admin fee / account holder | $624 | $7,082-91.2% | $5,796-89.2% | $11,601-94.6% |