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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 | $3,394 | $125,237-97.3% | $105,608-96.8% | $145,877-97.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.82% | 225.76%-211.9pp | 116.50%-102.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $804 | $3,720-78.4% | $3,167-74.6% | $4,663-82.8% |
| Participant deferral / active EE | $872 | $5,711-84.7% | $5,010-82.6% | $6,691-87.0% |
| Admin fee / account holder | $5,321 | $17,287-69.2% | $11,028-51.8% | $13,402-60.3% |