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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 | $11,575 | $60,139-80.8% | $90,461-87.2% | $79,856-85.5% |
| Participation rate | 38.6% | 65.0%-26.4pp | 72.7%-34.1pp | 69.6%-31.0pp |
| Annual return | 15.33% | 71.96%-56.6pp | 1294.76%-1279.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $349 | $2,069-83.1% | $3,264-89.3% | $2,471-85.9% |
| Participant deferral / active EE | $690 | $2,939-76.5% | $3,964-82.6% | $3,741-81.6% |
| Admin fee / account holder | $1,453 | $3,978-63.5% | $5,617-74.1% | $5,306-72.6% |