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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 | $1,773 | $100,073-98.2% | $85,126-97.9% | $145,877-98.8% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 11.15% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $509 | $3,236-84.3% | $2,731-81.4% | $4,663-89.1% |
| Participant deferral / active EE | $509 | $5,294-90.4% | $4,523-88.8% | $6,691-92.4% |
| Admin fee / account holder | $1,368 | $7,261-81.2% | $6,160-77.8% | $13,402-89.8% |