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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 | $13,560 | $80,812-83.2% | $160,784-91.6% | $82,448-83.6% |
| Participation rate | 21.8% | 66.2%-44.4pp | 77.0%-55.1pp | 68.1%-46.2pp |
| Annual return | 18.27% | 100.59%-82.3pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $444 | $2,174-79.6% | $3,733-88.1% | $2,551-82.6% |
| Participant deferral / active EE | $1,218 | $4,335-71.9% | $6,293-80.6% | $4,139-70.6% |
| Admin fee / account holder | $1,170 | $7,695-84.8% | $9,717-88.0% | $7,234-83.8% |