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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 | $20,487 | $137,414-85.1% | $189,545-89.2% | $85,851-76.1% |
| Participation rate | 11.7% | 84.6%-72.9pp | 87.8%-76.1pp | 69.3%-57.6pp |
| Annual return | 40.42% | 38.14%+2.3pp | 555.36%-514.9pp | 318.63%-278.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,240 | $6,260-80.2% | $8,220-84.9% | $3,952-68.6% |
| Admin fee / account holder | $495 | $8,630-94.3% | $12,049-95.9% | $6,261-92.1% |