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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 | $2,391 | $90,691-97.4% | $76,119-96.9% | $145,884-98.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 168.29% | 624.52%-456.2pp | 361.25%-193.0pp | 551.85%-383.6pp |
| Employer contribution / active EE | $651 | $3,329-80.4% | $2,693-75.8% | $4,662-86.0% |
| Participant deferral / active EE | $989 | $5,167-80.9% | $4,259-76.8% | $6,690-85.2% |
| Admin fee / account holder | $1,177 | $8,383-86.0% | $6,421-81.7% | $13,392-91.2% |