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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 | $14,196 | $101,672-86.0% | $147,117-90.4% | $74,478-80.9% |
| Participation rate | 8.4% | 75.5%-67.2pp | 82.2%-73.8pp | 67.2%-58.8pp |
| Annual return | 15.69% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $788 | $7,305-89.2% | $8,065-90.2% | $4,350-81.9% |
| Admin fee / account holder | $9,223 | $1,753+426.1% | $12,993-29.0% | $1,946+374.0% |