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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 | $10,714 | $69,771-84.6% | $67,524-84.1% | $74,400-85.6% |
| Participation rate | 53.9% | 71.4%-17.4pp | 72.9%-19.0pp | 67.2%-13.3pp |
| Annual return | 18.59% | -40.49%+59.1pp | 3519.41%-3500.8pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $671 | $2,710-75.2% | $2,734-75.4% | $2,624-74.4% |
| Participant deferral / active EE | $854 | $3,638-76.5% | $4,001-78.6% | $4,348-80.4% |
| Admin fee / account holder | $1,017 | $889+14.4% | $4,001-74.6% | $1,944-47.7% |