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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 | $12,622 | $148,629-91.5% | $135,982-90.7% | $139,487-91.0% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 59.95% | 79.33%-19.4pp | 68.32%-8.4pp | 373.84%-313.9pp |
| Employer contribution / active EE | $1,771 | $5,247-66.2% | $4,859-63.5% | $4,755-62.7% |
| Participant deferral / active EE | $2,271 | $8,102-72.0% | $7,760-70.7% | $6,713-66.2% |
| Admin fee / account holder | $480 | $12,406-96.1% | $10,767-95.5% | $11,407-95.8% |