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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 | $210,698-93.5% | $178,014-92.3% | $145,959-90.6% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 110.63% | 386.27%-275.6pp | 294.80%-184.2pp | 561.95%-451.3pp |
| Employer contribution / active EE | $1,041 | $4,567-77.2% | $3,950-73.6% | $4,661-77.7% |
| Participant deferral / active EE | $869 | $6,958-87.5% | $6,276-86.2% | $6,689-87.0% |
| Admin fee / account holder | $1,124 | $12,016-90.6% | $10,362-89.1% | $13,398-91.6% |