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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 | $4,101 | $73,546-94.4% | $63,018-93.5% | $147,586-97.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 22.23% | 175.56%-153.3pp | 87.62%-65.4pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,393 | $3,324-58.1% | $2,761-49.6% | $4,876-71.4% |
| Participant deferral / active EE | $39 | $4,185-99.1% | $3,330-98.8% | $5,439-99.3% |
| Admin fee / account holder | $308 | $5,956-94.8% | $3,601-91.4% | $10,886-97.2% |