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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 | $6,038 | $73,421-91.8% | $66,439-90.9% | $155,188-96.1% |
| Participation rate | 38.1% | 79.7%-41.6pp | 74.5%-36.4pp | 80.8%-42.7pp |
| Annual return | 18.84% | 1382.37%-1363.5pp | 757.66%-738.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $434 | $3,039-85.7% | $2,637-83.5% | $4,248-89.8% |
| Participant deferral / active EE | $639 | $4,680-86.3% | $3,876-83.5% | $6,531-90.2% |
| Admin fee / account holder | $742 | $8,856-91.6% | $6,173-88.0% | $14,480-94.9% |