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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 | $11,817 | $65,423-81.9% | $98,477-88.0% | $85,856-86.2% |
| Participation rate | 64.0% | 65.0%-1.0pp | 73.3%-9.3pp | 69.3%-5.3pp |
| Annual return | 13.53% | 21.76%-8.2pp | 1493.59%-1480.1pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,239 | $2,168-42.9% | $2,961-58.2% | $2,565-51.7% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,034 | $4,594-77.5% | $5,951-82.6% | $6,261-83.5% |