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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 | $55,446-83.3% | $155,574-94.1% | $74,429-87.6% |
| Participation rate | 16.1% | 61.9%-45.8pp | 78.2%-62.1pp | 67.2%-51.1pp |
| Annual return | 23.29% | 269.20%-245.9pp | 64.87%-41.6pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $357 | $2,266-84.2% | $4,676-92.4% | $2,625-86.4% |
| Participant deferral / active EE | $372 | $2,836-86.9% | $5,629-93.4% | $4,348-91.4% |
| Admin fee / account holder | $995 | $1,743-42.9% | $15,914-93.7% | $1,944-48.8% |