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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 | $211,224-93.5% | $178,505-92.3% | $145,897-90.6% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 110.63% | 30.28%+80.3pp | 27.16%+83.5pp | 552.29%-441.7pp |
| Employer contribution / active EE | $1,041 | $4,577-77.3% | $3,955-73.7% | $4,663-77.7% |
| Participant deferral / active EE | $869 | $6,966-87.5% | $6,280-86.2% | $6,689-87.0% |
| Admin fee / account holder | $1,124 | $12,109-90.7% | $10,428-89.2% | $13,390-91.6% |