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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 | $12,184 | $159,978-92.4% | $147,041-91.7% | $145,978-91.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.62% | 98.36%-77.7pp | 419.21%-398.6pp | 550.52%-529.9pp |
| Employer contribution / active EE | $1,695 | $5,288-68.0% | $4,935-65.7% | $4,662-63.7% |
| Participant deferral / active EE | $800 | $8,429-90.5% | $8,071-90.1% | $6,690-88.0% |
| Admin fee / account holder | $88,603 | $15,053+488.6% | $13,006+581.2% | $13,400+561.2% |