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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 | $11,113 | $115,810-90.4% | $101,271-89.0% | $158,966-93.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 13.45% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,572 | $4,175-62.4% | $3,660-57.1% | $4,762-67.0% |
| Participant deferral / active EE | $1,256 | $4,958-74.7% | $4,371-71.3% | $5,983-79.0% |
| Admin fee / account holder | $1,323 | $7,248-81.7% | $5,948-77.8% | $11,250-88.2% |