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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 | $12,183 | $68,398-82.2% | $94,664-87.1% | $75,173-83.8% |
| Participation rate | 31.4% | 76.1%-44.7pp | 80.8%-49.4pp | 67.2%-35.8pp |
| Annual return | 62.14% | 616.72%-554.6pp | 156.84%-94.7pp | 160.72%-98.6pp |
| Employer contribution / active EE | $666 | $2,701-75.3% | $3,673-81.9% | $2,671-75.1% |
| Participant deferral / active EE | $1,450 | $6,537-77.8% | $7,417-80.5% | $4,126-64.9% |
| Admin fee / account holder | $1,900 | $5,324-64.3% | $7,222-73.7% | $5,651-66.4% |