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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 | $16,073 | $59,456-73.0% | $93,669-82.8% | $74,429-78.4% |
| Participation rate | 11.8% | 59.6%-47.8pp | 68.7%-56.9pp | 67.2%-55.4pp |
| Annual return | 12.46% | 82.00%-69.5pp | 133.59%-121.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $518 | $3,052-83.0% | $4,416-88.3% | $4,348-88.1% |
| Admin fee / account holder | $556 | $3,026-81.6% | $8,291-93.3% | $1,944-71.4% |