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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 | $12,528 | $112,933-88.9% | $90,970-86.2% | $158,982-92.1% |
| Participation rate | 35.7% | 74.7%-39.0pp | 69.0%-33.3pp | 82.0%-46.3pp |
| Annual return | 6.21% | 215.82%-209.6pp | 134.60%-128.4pp | 302.99%-296.8pp |
| Employer contribution / active EE | $407 | $2,893-85.9% | $2,122-80.8% | $4,763-91.5% |
| Participant deferral / active EE | $445 | $4,128-89.2% | $3,373-86.8% | $5,983-92.6% |
| Admin fee / account holder | $5,497 | $8,047-31.7% | $5,961-7.8% | $11,252-51.1% |