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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 | $4,874 | $100,139-95.1% | $85,187-94.3% | $145,884-96.7% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 11.71% | 84.15%-72.4pp | 66.67%-55.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $880 | $3,238-72.8% | $2,732-67.8% | $4,662-81.1% |
| Participant deferral / active EE | $880 | $5,296-83.4% | $4,525-80.5% | $6,690-86.8% |
| Admin fee / account holder | $2,809 | $7,262-61.3% | $6,162-54.4% | $13,392-79.0% |