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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 | $4,850 | $102,595-95.3% | $94,057-94.8% | $154,746-96.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 16.53% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $937 | $5,118-81.7% | $4,709-80.1% | $6,730-86.1% |
| Admin fee / account holder | $2,537 | $7,736-67.2% | $7,244-65.0% | $14,365-82.3% |