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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 | $10,738 | $49,199-78.2% | $121,204-91.1% | $75,173-85.7% |
| Participation rate | 11.3% | 55.4%-44.1pp | 69.5%-58.2pp | 67.2%-55.9pp |
| Annual return | 24.90% | 56.04%-31.1pp | 987.18%-962.3pp | 160.72%-135.8pp |
| Employer contribution / active EE | $424 | $1,547-72.6% | $4,170-89.8% | $2,671-84.1% |
| Participant deferral / active EE | $767 | $2,630-70.8% | $4,083-81.2% | $4,126-81.4% |
| Admin fee / account holder | $1,108 | $3,946-71.9% | $5,651-80.4% | $5,651-80.4% |