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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 | $1,135 | $76,785-98.5% | $56,441-98.0% | $145,959-99.2% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 12.10% | 3000.51%-2988.4pp | 1704.21%-1692.1pp | 561.95%-549.9pp |
| Employer contribution / active EE | $89 | $1,381-93.6% | $1,039-91.4% | $4,661-98.1% |
| Participant deferral / active EE | $99 | $2,624-96.2% | $1,953-94.9% | $6,689-98.5% |
| Admin fee / account holder | $363 | $3,334-89.1% | $2,829-87.2% | $13,398-97.3% |