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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 | $1,014 | $102,595-99.0% | $94,057-98.9% | $154,746-99.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 13.78% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $686 | $3,147-78.2% | $2,933-76.6% | $4,379-84.3% |
| Participant deferral / active EE | $741 | $5,118-85.5% | $4,709-84.3% | $6,730-89.0% |
| Admin fee / account holder | $54,376 | $7,736+602.9% | $7,244+650.6% | $14,365+278.5% |