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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 | $13,462 | $101,539-86.7% | $147,041-90.8% | $74,400-81.9% |
| Participation rate | 41.3% | 75.5%-34.2pp | 82.2%-40.8pp | 67.2%-25.9pp |
| Annual return | 14.40% | 8740.84%-8726.4pp | 419.21%-404.8pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $1,099 | $3,811-71.2% | $4,935-77.7% | $2,624-58.1% |
| Participant deferral / active EE | $1,714 | $7,304-76.5% | $8,071-78.8% | $4,348-60.6% |
| Admin fee / account holder | $470 | $1,749-73.1% | $13,006-96.4% | $1,944-75.8% |