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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 | $10,464 | $111,830-90.6% | $93,696-88.8% | $145,884-92.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.19% | 204.08%-191.9pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $948 | $3,093-69.3% | $2,422-60.8% | $4,662-79.7% |
| Participant deferral / active EE | $1,028 | $4,920-79.1% | $4,417-76.7% | $6,690-84.6% |
| Admin fee / account holder | $26,533 | $10,249+158.9% | $8,287+220.2% | $13,392+98.1% |