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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 | $12,392 | $124,187-90.0% | $108,410-88.6% | $167,518-92.6% |
| Participation rate | 45.5% | 82.3%-36.8pp | 80.1%-34.7pp | 82.1%-36.7pp |
| Annual return | 9.90% | 1379.80%-1369.9pp | 905.34%-895.4pp | 478.71%-468.8pp |
| Employer contribution / active EE | $972 | $4,187-76.8% | $3,558-72.7% | $4,838-79.9% |
| Participant deferral / active EE | $758 | $6,908-89.0% | $6,562-88.5% | $6,342-88.1% |
| Admin fee / account holder | $2,946 | $9,456-68.8% | $7,296-59.6% | $12,312-76.1% |