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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 | $3,442 | $90,691-96.2% | $76,119-95.5% | $145,884-97.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 9.94% | 624.52%-614.6pp | 361.25%-351.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $582 | $3,329-82.5% | $2,693-78.4% | $4,662-87.5% |
| Participant deferral / active EE | $740 | $5,167-85.7% | $4,259-82.6% | $6,690-88.9% |
| Admin fee / account holder | $1,975 | $8,383-76.4% | $6,421-69.2% | $13,392-85.2% |