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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 | $6,771 | $85,766-92.1% | $136,298-95.0% | $70,126-90.3% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 20.89% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $614 | $2,966-79.3% | $4,696-86.9% | $2,343-73.8% |
| Participant deferral / active EE | $1,409 | $5,051-72.1% | $6,247-77.4% | $3,332-57.7% |
| Admin fee / account holder | $892 | $5,421-83.6% | $9,244-90.4% | $4,645-80.8% |