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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 | $13,040 | $101,672-87.2% | $147,117-91.1% | $74,478-82.5% |
| Participation rate | 64.3% | 75.5%-11.2pp | 82.2%-17.8pp | 67.2%-2.9pp |
| Annual return | 16.71% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $1,597 | $3,813-58.1% | $4,932-67.6% | $2,626-39.2% |
| Participant deferral / active EE | $2,409 | $7,305-67.0% | $8,065-70.1% | $4,350-44.6% |
| Admin fee / account holder | $779 | $1,753-55.6% | $12,993-94.0% | $1,946-60.0% |