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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 | $8,033 | $73,518-89.1% | $63,003-87.2% | $147,585-94.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.8%-10.1pp | 82.8%-18.1pp |
| Annual return | 11.73% | 175.46%-163.7pp | 87.59%-75.9pp | 578.57%-566.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $361 | $4,183-91.4% | $3,329-89.2% | $5,439-93.4% |
| Admin fee / account holder | $490 | $5,952-91.8% | $3,600-86.4% | $10,885-95.5% |