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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 | $11,157 | $111,878-90.0% | $93,727-88.1% | $145,897-92.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.29% | 204.28%-195.0pp | 133.83%-124.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $767 | $3,092-75.2% | $2,421-68.3% | $4,663-83.6% |
| Participant deferral / active EE | $767 | $4,920-84.4% | $4,417-82.6% | $6,689-88.5% |
| Admin fee / account holder | $534 | $10,256-94.8% | $8,292-93.6% | $13,390-96.0% |