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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 | $10,711 | $183,516-94.2% | $155,534-93.1% | $145,884-92.7% |
| Participation rate | 17.4% | 82.7%-65.3pp | 78.2%-60.8pp | 80.3%-62.9pp |
| Annual return | 228.49% | 61.43%+167.1pp | 64.92%+163.6pp | 551.85%-323.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,410 | $6,467-78.2% | $5,630-75.0% | $6,690-78.9% |
| Admin fee / account holder | $2,450 | $19,293-87.3% | $15,900-84.6% | $13,392-81.7% |