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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 | $12,989 | $124,175-89.5% | $108,405-88.0% | $167,536-92.2% |
| Participation rate | 62.5% | 82.3%-19.8pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 12.21% | 1380.13%-1367.9pp | 905.55%-893.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $682 | $4,188-83.7% | $3,559-80.8% | $4,839-85.9% |
| Participant deferral / active EE | $905 | $6,908-86.9% | $6,563-86.2% | $6,342-85.7% |
| Admin fee / account holder | $817 | $9,457-91.4% | $7,297-88.8% | $12,315-93.4% |