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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 | $9,738 | $72,027-86.5% | $185,835-94.8% | $79,852-87.8% |
| Participation rate | 25.7% | 65.8%-40.1pp | 78.0%-52.3pp | 69.6%-43.9pp |
| Annual return | 1292.95% | 23.13%+1269.8pp | 35.96%+1257.0pp | 31.72%+1261.2pp |
| Employer contribution / active EE | $670 | $1,965-65.9% | $4,087-83.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,089 | $3,780-71.2% | $5,633-80.7% | $3,740-70.9% |
| Admin fee / account holder | $327 | $4,513-92.7% | $9,502-96.6% | $5,306-93.8% |