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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 | $3,513 | $99,011-96.5% | $86,582-95.9% | $147,586-97.6% |
| Participation rate | 23.8% | 76.3%-52.5pp | 73.5%-49.7pp | 82.8%-59.0pp |
| Annual return | 20.32% | 1312.75%-1292.4pp | 965.08%-944.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $294 | $3,132-90.6% | $2,839-89.6% | $4,876-94.0% |
| Participant deferral / active EE | $325 | $3,972-91.8% | $3,609-91.0% | $5,439-94.0% |
| Admin fee / account holder | $1,061 | $5,709-81.4% | $4,904-78.4% | $10,886-90.3% |