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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 | $2,857 | $115,796-97.5% | $101,264-97.2% | $158,950-98.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 41.84% | 56.15%-14.3pp | 46.48%-4.6pp | 302.91%-261.1pp |
| Employer contribution / active EE | $1,215 | $4,175-70.9% | $3,660-66.8% | $4,762-74.5% |
| Participant deferral / active EE | $1,215 | $4,958-75.5% | $4,370-72.2% | $5,983-79.7% |
| Admin fee / account holder | $435 | $7,247-94.0% | $5,947-92.7% | $11,248-96.1% |