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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 | $2,196 | $124,330-98.2% | $109,173-98.0% | $167,536-98.7% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $958 | $4,209-77.2% | $3,723-74.3% | $4,839-80.2% |
| Participant deferral / active EE | $1,343 | $5,256-74.5% | $4,654-71.1% | $6,342-78.8% |
| Admin fee / account holder | $731 | $7,974-90.8% | $6,755-89.2% | $12,315-94.1% |