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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 | $7,152 | $157,296-95.5% | $141,191-94.9% | $152,897-95.3% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.5%-43.3pp |
| Annual return | 243.36% | 64.34%+179.0pp | 71.41%+172.0pp | 345.43%-102.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,026 | $7,111-71.5% | $6,710-69.8% | $5,851-65.4% |
| Admin fee / account holder | $546 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |