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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 | $2,937 | $60,139-95.1% | $90,461-96.8% | $79,856-96.3% |
| Participation rate | 29.7% | 65.0%-35.3pp | 72.7%-43.0pp | 69.6%-39.9pp |
| Annual return | 12.53% | 71.96%-59.4pp | 1294.76%-1282.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $310 | $2,069-85.0% | $3,264-90.5% | $2,471-87.5% |
| Participant deferral / active EE | $448 | $2,939-84.8% | $3,964-88.7% | $3,741-88.0% |
| Admin fee / account holder | $879 | $3,978-77.9% | $5,617-84.4% | $5,306-83.4% |