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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 | $13,787 | $106,008-87.0% | $92,240-85.1% | $147,586-90.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 11.27% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $915 | $4,333-78.9% | $3,680-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $269 | $4,478-94.0% | $3,897-93.1% | $5,439-95.1% |
| Admin fee / account holder | $3,798 | $6,333-40.0% | $5,194-26.9% | $10,886-65.1% |