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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 | $2,311 | $88,778-97.4% | $81,844-97.2% | $145,884-98.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.13% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $350 | $3,087-88.7% | $2,916-88.0% | $4,662-92.5% |
| Participant deferral / active EE | $350 | $4,648-92.5% | $4,323-91.9% | $6,690-94.8% |
| Admin fee / account holder | $747 | $8,430-91.1% | $7,355-89.8% | $13,392-94.4% |