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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 | $10,239 | $49,164-79.2% | $121,169-91.5% | $75,181-86.4% |
| Participation rate | 6.3% | 55.4%-49.2pp | 69.5%-63.3pp | 67.2%-60.9pp |
| Annual return | 16.50% | 56.03%-39.5pp | 986.71%-970.2pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $109 | $2,628-95.8% | $4,083-97.3% | $4,126-97.4% |
| Admin fee / account holder | $3,505 | $3,942-11.1% | $5,645-37.9% | $5,650-38.0% |