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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 | $13,662 | $211,239-93.5% | $178,528-92.3% | $145,877-90.6% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 110.63% | 30.22%+80.4pp | 27.11%+83.5pp | 551.28%-440.7pp |
| Employer contribution / active EE | $1,041 | $4,570-77.2% | $3,950-73.7% | $4,663-77.7% |
| Participant deferral / active EE | $869 | $6,963-87.5% | $6,278-86.2% | $6,691-87.0% |
| Admin fee / account holder | $1,124 | $12,095-90.7% | $10,419-89.2% | $13,402-91.6% |