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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 | $9,067 | $103,008-91.2% | $90,304-90.0% | $152,897-94.1% |
| Participation rate | 56.5% | 75.9%-19.3pp | 73.3%-16.8pp | 82.5%-25.9pp |
| Annual return | 19.31% | 95.22%-75.9pp | 78.13%-58.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $505 | $3,139-83.9% | $2,855-82.3% | $4,764-89.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,467 | $6,175-76.2% | $5,354-72.6% | $11,599-87.4% |