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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 | $11,639 | $73,518-84.2% | $63,005-81.5% | $147,585-92.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.70% | 175.46%-161.8pp | 87.59%-73.9pp | 578.58%-564.9pp |
| Employer contribution / active EE | $3,611 | $3,322+8.7% | $2,760+30.8% | $4,876-25.9% |
| Participant deferral / active EE | $89 | $4,183-97.9% | $3,329-97.3% | $5,439-98.4% |
| Admin fee / account holder | $1,091 | $5,952-81.7% | $3,599-69.7% | $10,886-90.0% |