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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 | $3,447 | $107,363-96.8% | $92,909-96.3% | $152,897-97.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 43.95% | 145.63%-101.7pp | 109.44%-65.5pp | 345.43%-301.5pp |
| Employer contribution / active EE | $944 | $4,222-77.7% | $3,653-74.2% | $4,764-80.2% |
| Participant deferral / active EE | $1,129 | $4,848-76.7% | $4,238-73.4% | $5,851-80.7% |
| Admin fee / account holder | $762 | $7,082-89.2% | $5,795-86.9% | $11,599-93.4% |