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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 | $1,547 | $70,366-97.8% | $66,674-97.7% | $138,895-98.9% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 13.82% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $515 | $4,374-88.2% | $4,084-87.4% | $6,396-91.9% |
| Admin fee / account holder | $965 | $5,262-81.7% | $5,098-81.1% | $12,562-92.3% |