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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 | $6,296 | $96,691-93.5% | $86,656-92.7% | $139,487-95.5% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 13.81% | 106.87%-93.1pp | 593.09%-579.3pp | 373.84%-360.0pp |
| Employer contribution / active EE | $350 | $3,267-89.3% | $3,025-88.4% | $4,755-92.6% |
| Participant deferral / active EE | $350 | $4,838-92.8% | $4,439-92.1% | $6,713-94.8% |
| Admin fee / account holder | $713 | $6,414-88.9% | $5,619-87.3% | $11,407-93.7% |