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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 | $12,860 | $127,096-89.9% | $105,736-87.8% | $135,380-90.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | 54.28% | 4.49%+49.8pp | 6.27%+48.0pp | 519.81%-465.5pp |
| Employer contribution / active EE | $853 | $4,107-79.2% | $3,268-73.9% | $4,779-82.1% |
| Participant deferral / active EE | $1,067 | $5,064-78.9% | $4,080-73.9% | $5,609-81.0% |
| Admin fee / account holder | $468 | $9,087-94.9% | $6,913-93.2% | $10,828-95.7% |