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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 | $904 | $105,160-99.1% | $94,679-99.0% | $139,456-99.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 19.63% | 38.04%-18.4pp | 156.75%-137.1pp | 373.45%-353.8pp |
| Employer contribution / active EE | $923 | $4,107-77.5% | $3,673-74.9% | $4,753-80.6% |
| Participant deferral / active EE | $923 | $7,599-87.9% | $7,417-87.6% | $6,711-86.2% |
| Admin fee / account holder | $1,167 | $8,988-87.0% | $7,233-83.9% | $11,407-89.8% |