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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 | $24,067 | $289,211-91.7% | $260,467-90.8% | $198,609-87.9% |
| Participation rate | 33.3% | 83.1%-49.8pp | 80.5%-47.1pp | 82.4%-49.0pp |
| Annual return | 83.35% | 112.90%-29.5pp | 100.60%-17.2pp | 202.70%-119.3pp |
| Employer contribution / active EE | $1,187 | $4,663-74.6% | $4,239-72.0% | $5,055-76.5% |
| Participant deferral / active EE | $640 | $6,812-90.6% | $6,319-89.9% | $6,977-90.8% |
| Admin fee / account holder | $15,269 | $16,236-6.0% | $15,461-1.2% | $19,030-19.8% |