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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 | $9,743 | $77,157-87.4% | $108,405-91.0% | $85,847-88.7% |
| Participation rate | 55.4% | 74.7%-19.3pp | 80.1%-24.8pp | 69.3%-14.0pp |
| Annual return | 13.51% | 44.55%-31.0pp | 905.55%-892.0pp | 318.61%-305.1pp |
| Employer contribution / active EE | $318 | $2,379-86.7% | $3,559-91.1% | $2,565-87.6% |
| Participant deferral / active EE | $800 | $5,567-85.6% | $6,563-87.8% | $3,952-79.7% |
| Admin fee / account holder | $705 | $5,174-86.4% | $7,297-90.3% | $6,261-88.7% |