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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 | $18,542 | $80,748-77.0% | $102,383-81.9% | $74,429-75.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 74.5%-60.2pp | 67.2%-52.9pp |
| Annual return | 38.30% | 27.57%+10.7pp | 24.94%+13.4pp | 1368.38%-1330.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $402 | $3,861-89.6% | $5,060-92.1% | $4,348-90.8% |
| Admin fee / account holder | $567 | $2,371-76.1% | $8,391-93.2% | $1,944-70.8% |