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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 | $21,380 | $81,487-73.8% | $102,412-79.1% | $80,935-73.6% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 55.74% | 25.60%+30.1pp | 24.94%+30.8pp | 35.66%+20.1pp |
| Employer contribution / active EE | $880 | $3,103-71.6% | $3,870-77.3% | $2,757-68.1% |
| Participant deferral / active EE | $1,212 | $3,871-68.7% | $5,060-76.1% | $4,299-71.8% |
| Admin fee / account holder | $1,793 | $6,717-73.3% | $8,388-78.6% | $6,924-74.1% |