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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 | $4,041 | $70,121-94.2% | $63,803-93.7% | $138,895-97.1% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 20.67% | 946.48%-925.8pp | 543.72%-523.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $440 | $2,882-84.7% | $2,532-82.6% | $4,194-89.5% |
| Participant deferral / active EE | $743 | $4,535-83.6% | $3,843-80.7% | $6,396-88.4% |
| Admin fee / account holder | $484 | $6,738-92.8% | $5,196-90.7% | $12,562-96.1% |