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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 | $10,781 | $60,139-82.1% | $90,461-88.1% | $79,856-86.5% |
| Participation rate | 21.2% | 65.0%-43.8pp | 72.7%-51.5pp | 69.6%-48.5pp |
| Annual return | 14.31% | 71.96%-57.7pp | 1294.76%-1280.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $386 | $2,069-81.3% | $3,264-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $627 | $2,939-78.7% | $3,964-84.2% | $3,741-83.2% |
| Admin fee / account holder | $978 | $3,978-75.4% | $5,617-82.6% | $5,306-81.6% |