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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 | $9,690 | $160,059-93.9% | $140,019-93.1% | $135,379-92.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | 1.55% | 911.44%-909.9pp | 651.15%-649.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $1,976 | $6,420-69.2% | $5,605-64.7% | $4,779-58.6% |
| Participant deferral / active EE | $2,277 | $7,641-70.2% | $6,927-67.1% | $5,609-59.4% |
| Admin fee / account holder | $244,744 | $13,328+1736.3% | $10,705+2186.2% | $10,828+2160.3% |