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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 | $15,324 | $234,190-93.5% | $180,320-91.5% | $198,609-92.3% |
| Participation rate | 44.4% | 77.1%-32.7pp | 71.5%-27.1pp | 82.4%-37.9pp |
| Annual return | 16.44% | 1057.44%-1041.0pp | 778.54%-762.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,625 | $5,258-69.1% | $4,108-60.4% | $5,055-67.9% |
| Participant deferral / active EE | $267 | $4,988-94.6% | $4,304-93.8% | $6,977-96.2% |
| Admin fee / account holder | $3,388 | $12,558-73.0% | $10,000-66.1% | $19,030-82.2% |