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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 | $12,023 | $106,001-88.7% | $92,235-87.0% | $147,585-91.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.4pp | 578.56%-561.6pp |
| Employer contribution / active EE | $741 | $4,333-82.9% | $3,679-79.9% | $4,876-84.8% |
| Participant deferral / active EE | $1,080 | $4,478-75.9% | $3,897-72.3% | $5,439-80.1% |
| Admin fee / account holder | $1,929 | $6,332-69.5% | $5,194-62.9% | $10,885-82.3% |