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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 | $11,339 | $102,393-88.9% | $147,041-92.3% | $80,911-86.0% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 44.30% | 134.95%-90.7pp | 419.21%-374.9pp | 35.63%+8.7pp |
| Employer contribution / active EE | $2,467 | $3,715-33.6% | $4,935-50.0% | $2,756-10.5% |
| Participant deferral / active EE | $1,897 | $6,647-71.5% | $8,071-76.5% | $4,297-55.8% |
| Admin fee / account holder | $1,268 | $7,943-84.0% | $13,006-90.3% | $6,935-81.7% |