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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 | $6,680 | $202,440-96.7% | $169,390-96.1% | $139,466-95.2% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $831 | $4,693-82.3% | $4,013-79.3% | $4,754-82.5% |
| Participant deferral / active EE | $1,006 | $6,940-85.5% | $6,222-83.8% | $6,712-85.0% |
| Admin fee / account holder | $1,073 | $10,722-90.0% | $9,015-88.1% | $11,409-90.6% |