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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 | $3,743 | $125,184-97.0% | $105,607-96.5% | $145,884-97.4% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 14.35% | 225.00%-210.6pp | 116.11%-101.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $880 | $3,720-76.3% | $3,167-72.2% | $4,662-81.1% |
| Participant deferral / active EE | $1,590 | $5,714-72.2% | $5,011-68.3% | $6,690-76.2% |
| Admin fee / account holder | $560 | $17,133-96.7% | $10,958-94.9% | $13,392-95.8% |