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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 | $9,117 | $65,434-86.1% | $98,483-90.7% | $85,847-89.4% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.3%-23.4pp |
| Annual return | 24.63% | 21.75%+2.9pp | 1494.38%-1469.7pp | 318.61%-294.0pp |
| Employer contribution / active EE | $874 | $2,169-59.7% | $2,961-70.5% | $2,565-65.9% |
| Participant deferral / active EE | $638 | $3,168-79.9% | $4,276-85.1% | $3,952-83.9% |
| Admin fee / account holder | $1,279 | $4,595-72.2% | $5,953-78.5% | $6,261-79.6% |