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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 | $55,437-79.0% | $155,534-92.5% | $74,459-84.4% |
| Participation rate | 9.2% | 61.9%-52.7pp | 78.2%-69.0pp | 67.2%-58.0pp |
| Annual return | 29.67% | 269.58%-239.9pp | 64.92%-35.2pp | 1369.70%-1340.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $435 | $2,837-84.7% | $5,630-92.3% | $4,350-90.0% |
| Admin fee / account holder | $692 | $1,742-60.3% | $15,900-95.6% | $1,945-64.4% |