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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 | $9,357 | $99,017-90.6% | $86,587-89.2% | $147,585-93.7% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 14.59% | 1312.37%-1297.8pp | 964.86%-950.3pp | 578.56%-564.0pp |
| Employer contribution / active EE | $70 | $3,132-97.8% | $2,839-97.5% | $4,876-98.6% |
| Participant deferral / active EE | $140 | $3,972-96.5% | $3,609-96.1% | $5,439-97.4% |
| Admin fee / account holder | $643 | $5,710-88.7% | $4,906-86.9% | $10,885-94.1% |