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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 | $17,411 | $65,575-73.4% | $86,209-79.8% | $75,181-76.8% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 26.85% | 46.07%-19.2pp | 1169.05%-1142.2pp | 160.69%-133.8pp |
| Employer contribution / active EE | $428 | $1,553-72.4% | $2,381-82.0% | $2,671-84.0% |
| Participant deferral / active EE | $850 | $3,023-71.9% | $3,986-78.7% | $4,126-79.4% |
| Admin fee / account holder | $1,102 | $5,470-79.9% | $6,853-83.9% | $5,650-80.5% |