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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 | $973 | $93,346-99.0% | $71,796-98.6% | $273,972-99.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 39.90% | 130.39%-90.5pp | 78.04%-38.1pp | 41.46%-1.6pp |
| Employer contribution / active EE | $355 | $2,733-87.0% | $1,924-81.6% | $4,869-92.7% |
| Participant deferral / active EE | $711 | $3,475-79.6% | $2,794-74.6% | $5,287-86.6% |
| Admin fee / account holder | $741 | $6,571-88.7% | $4,815-84.6% | $10,133-92.7% |