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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 | $5,415 | $59,448-90.9% | $93,696-94.2% | $74,459-92.7% |
| Participation rate | 31.5% | 59.6%-28.1pp | 68.7%-37.2pp | 67.2%-35.7pp |
| Annual return | 14.66% | 82.11%-67.4pp | 133.74%-119.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $450 | $1,266-64.4% | $2,422-81.4% | $2,626-82.8% |
| Participant deferral / active EE | $451 | $3,052-85.2% | $4,417-89.8% | $4,350-89.6% |
| Admin fee / account holder | $344 | $3,027-88.6% | $8,287-95.8% | $1,945-82.3% |