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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 | $11,354 | $85,766-86.8% | $136,298-91.7% | $70,126-83.8% |
| Participation rate | 15.9% | 74.2%-58.2pp | 81.9%-66.0pp | 69.5%-53.6pp |
| Annual return | 41.56% | 31.46%+10.1pp | 5156.27%-5114.7pp | 73.15%-31.6pp |
| Employer contribution / active EE | $537 | $2,966-81.9% | $4,696-88.6% | $2,343-77.1% |
| Participant deferral / active EE | $821 | $5,051-83.8% | $6,247-86.9% | $3,332-75.4% |
| Admin fee / account holder | $5,968 | $5,421+10.1% | $9,244-35.4% | $4,645+28.5% |