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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 | $4,241 | $165,381-97.4% | $149,730-97.2% | $158,966-97.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 165.68% | 348.29%-182.6pp | 276.70%-111.0pp | 302.95%-137.3pp |
| Employer contribution / active EE | $973 | $5,104-80.9% | $4,645-79.0% | $4,762-79.6% |
| Participant deferral / active EE | $1,130 | $7,182-84.3% | $6,843-83.5% | $5,983-81.1% |
| Admin fee / account holder | $304 | $10,809-97.2% | $9,310-96.7% | $11,250-97.3% |