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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 | $11,685 | $60,393-80.7% | $81,820-85.7% | $74,429-84.3% |
| Participation rate | 28.1% | 62.9%-34.8pp | 72.4%-44.3pp | 67.2%-39.1pp |
| Annual return | 22.34% | 16.89%+5.4pp | 777.93%-755.6pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $547 | $2,626-79.2% | $2,915-81.2% | $2,625-79.2% |
| Participant deferral / active EE | $752 | $3,397-77.9% | $4,323-82.6% | $4,348-82.7% |
| Admin fee / account holder | $473 | $1,491-68.3% | $7,391-93.6% | $1,944-75.7% |