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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 | $12,308 | $107,363-88.5% | $92,909-86.8% | $152,897-91.9% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.5%-12.9pp |
| Annual return | 28.37% | 145.63%-117.3pp | 109.44%-81.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $5,596 | $4,222+32.5% | $3,653+53.2% | $4,764+17.5% |
| Participant deferral / active EE | $957 | $4,848-80.3% | $4,238-77.4% | $5,851-83.7% |
| Admin fee / account holder | $718 | $7,082-89.9% | $5,795-87.6% | $11,599-93.8% |