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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 | $1,103 | $156,897-99.3% | $121,147-99.1% | $139,427-99.2% |
| Participation rate | 54.5% | 76.4%-21.9pp | 69.5%-15.0pp | 80.3%-25.8pp |
| Annual return | 22.88% | 1475.10%-1452.2pp | 986.30%-963.4pp | 373.27%-350.4pp |
| Employer contribution / active EE | $180 | $5,539-96.8% | $4,166-95.7% | $4,752-96.2% |
| Participant deferral / active EE | $223 | $4,846-95.4% | $4,081-94.5% | $6,711-96.7% |
| Admin fee / account holder | $305 | $6,948-95.6% | $5,646-94.6% | $11,404-97.3% |