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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 | $1,621 | $160,040-99.0% | $147,096-98.9% | $145,877-98.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.10% | 98.49%-73.4pp | 419.75%-394.6pp | 551.28%-526.2pp |
| Employer contribution / active EE | $1,893 | $5,289-64.2% | $4,936-61.6% | $4,663-59.4% |
| Participant deferral / active EE | $1,893 | $8,429-77.5% | $8,071-76.5% | $6,691-71.7% |
| Admin fee / account holder | $12,464 | $15,050-17.2% | $13,005-4.2% | $13,402-7.0% |