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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 | $11,638 | $55,446-79.0% | $155,574-92.5% | $74,429-84.4% |
| Participation rate | 9.2% | 61.9%-52.7pp | 78.2%-69.0pp | 67.2%-58.0pp |
| Annual return | 29.67% | 269.20%-239.5pp | 64.87%-35.2pp | 1368.38%-1338.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $435 | $2,836-84.6% | $5,629-92.3% | $4,348-90.0% |
| Admin fee / account holder | $692 | $1,743-60.3% | $15,914-95.7% | $1,944-64.4% |