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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 | $10,243 | $49,199-79.2% | $121,210-91.5% | $75,177-86.4% |
| Participation rate | 34.6% | 55.4%-20.8pp | 69.5%-34.9pp | 67.2%-32.6pp |
| Annual return | 18.31% | 56.04%-37.7pp | 987.41%-969.1pp | 160.75%-142.4pp |
| Employer contribution / active EE | $493 | $1,547-68.1% | $4,171-88.2% | $2,671-81.5% |
| Participant deferral / active EE | $678 | $2,630-74.2% | $4,084-83.4% | $4,126-83.6% |
| Admin fee / account holder | $424 | $3,946-89.3% | $5,647-92.5% | $5,651-92.5% |