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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 | $10,875 | $118,875-90.9% | $96,572-88.7% | $167,553-93.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.37% | 50.50%-40.1pp | 37.79%-27.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $533 | $3,121-82.9% | $2,357-77.4% | $4,840-89.0% |
| Participant deferral / active EE | $1,131 | $4,617-75.5% | $3,850-70.6% | $6,343-82.2% |
| Admin fee / account holder | $3,859 | $8,070-52.2% | $6,183-37.6% | $12,316-68.7% |