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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 | $18,882 | $157,270-88.0% | $141,173-86.6% | $152,870-87.6% |
| Participation rate | 10.0% | 84.8%-74.8pp | 82.5%-72.5pp | 82.4%-72.4pp |
| Annual return | 21.32% | 64.33%-43.0pp | 71.40%-50.1pp | 345.34%-324.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $441 | $7,110-93.8% | $6,710-93.4% | $5,850-92.5% |
| Admin fee / account holder | $23,745 | $12,121+95.9% | $10,262+131.4% | $11,597+104.8% |