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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 | $1,655 | $76,368-97.8% | $67,681-97.6% | $154,746-98.9% |
| Participation rate | 57.1% | 79.0%-21.8pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 16.32% | 1066.77%-1050.4pp | 590.58%-574.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $374 | $3,151-88.1% | $2,678-86.0% | $4,379-91.5% |
| Participant deferral / active EE | $991 | $4,824-79.5% | $3,976-75.1% | $6,730-85.3% |
| Admin fee / account holder | $1,579 | $8,559-81.6% | $6,100-74.1% | $14,365-89.0% |