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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 | $90,614-96.2% | $76,089-95.5% | $145,877-97.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 9.94% | 623.80%-613.9pp | 360.94%-351.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $582 | $3,324-82.5% | $2,690-78.4% | $4,663-87.5% |
| Participant deferral / active EE | $740 | $5,168-85.7% | $4,259-82.6% | $6,691-88.9% |
| Admin fee / account holder | $1,975 | $8,376-76.4% | $6,418-69.2% | $13,402-85.3% |