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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 | $99,995-100.0% | $85,063-100.0% | $145,978-100.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11800.00% | 83.99%+11716.0pp | 66.54%+11733.5pp | 550.52%+11249.5pp |
| Employer contribution / active EE | $1,033 | $3,231-68.0% | $2,727-62.1% | $4,662-77.8% |
| Participant deferral / active EE | $779 | $5,295-85.3% | $4,523-82.8% | $6,690-88.4% |
| Admin fee / account holder | $3,854 | $7,255-46.9% | $6,155-37.4% | $13,400-71.2% |