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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 | $2,224 | $90,530-97.5% | $76,030-97.1% | $145,897-98.5% |
| Participation rate | 14.3% | 74.4%-60.2pp | 69.1%-54.8pp | 80.3%-66.0pp |
| Annual return | 9.96% | 625.08%-615.1pp | 361.54%-351.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $404 | $5,164-92.2% | $4,257-90.5% | $6,689-94.0% |
| Admin fee / account holder | $2,012 | $8,383-76.0% | $6,421-68.7% | $13,390-85.0% |