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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 | $4,607 | $96,361-95.2% | $80,607-94.3% | $139,456-96.7% |
| Participation rate | 47.4% | 73.6%-26.3pp | 67.0%-19.6pp | 80.3%-33.0pp |
| Annual return | 19.40% | 1350.95%-1331.6pp | 936.11%-916.7pp | 373.45%-354.1pp |
| Employer contribution / active EE | $533 | $3,262-83.7% | $2,724-80.5% | $4,753-88.8% |
| Participant deferral / active EE | $703 | $5,232-86.6% | $4,448-84.2% | $6,711-89.5% |
| Admin fee / account holder | $544 | $6,601-91.8% | $5,379-89.9% | $11,407-95.2% |