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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 | $2,933 | $102,635-97.1% | $86,209-96.6% | $139,456-97.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.24% | 1923.53%-1911.3pp | 1169.05%-1156.8pp | 373.45%-361.2pp |
| Employer contribution / active EE | $704 | $3,034-76.8% | $2,381-70.4% | $4,753-85.2% |
| Participant deferral / active EE | $871 | $4,677-81.4% | $3,986-78.2% | $6,711-87.0% |
| Admin fee / account holder | $15,115 | $8,661+74.5% | $6,853+120.6% | $11,407+32.5% |