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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 | $2,108 | $223,823-99.1% | $211,142-99.0% | $154,746-98.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,675 | $6,787-75.3% | $6,442-74.0% | $4,379-61.8% |
| Participant deferral / active EE | $1,919 | $9,750-80.3% | $9,284-79.3% | $6,730-71.5% |
| Admin fee / account holder | $1,835 | $19,707-90.7% | $19,076-90.4% | $14,365-87.2% |