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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 | $11,296 | $60,128-81.2% | $90,440-87.5% | $79,852-85.9% |
| Participation rate | 22.6% | 65.0%-42.4pp | 72.7%-50.1pp | 69.6%-47.1pp |
| Annual return | 21.07% | 71.95%-50.9pp | 1294.38%-1273.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $530 | $2,068-74.4% | $3,263-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $740 | $2,939-74.8% | $3,964-81.3% | $3,740-80.2% |
| Admin fee / account holder | $301 | $3,977-92.4% | $5,615-94.6% | $5,306-94.3% |