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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 | $9,252 | $55,470-83.3% | $155,556-94.1% | $74,478-87.6% |
| Participation rate | 16.1% | 61.9%-45.8pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 23.29% | 269.80%-246.5pp | 64.84%-41.5pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $357 | $2,267-84.2% | $4,675-92.4% | $2,626-86.4% |
| Participant deferral / active EE | $372 | $2,838-86.9% | $5,631-93.4% | $4,350-91.5% |
| Admin fee / account holder | $995 | $1,744-43.0% | $15,885-93.7% | $1,946-48.9% |