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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 | $4,783 | $99,011-95.2% | $86,582-94.5% | $147,586-96.8% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 15.86% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $340 | $3,132-89.1% | $2,839-88.0% | $4,876-93.0% |
| Participant deferral / active EE | $353 | $3,972-91.1% | $3,609-90.2% | $5,439-93.5% |
| Admin fee / account holder | $955 | $5,709-83.3% | $4,904-80.5% | $10,886-91.2% |