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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 | $11,923 | $107,421-88.9% | $182,262-93.5% | $94,015-87.3% |
| Participation rate | 61.2% | 77.8%-16.6pp | 84.2%-23.0pp | 70.8%-9.6pp |
| Annual return | 20.30% | 21.32%-1.0pp | 140.60%-120.3pp | 17.84%+2.5pp |
| Employer contribution / active EE | $1,102 | $3,448-68.0% | $5,046-78.2% | $2,790-60.5% |
| Participant deferral / active EE | $1,994 | $6,558-69.6% | $8,276-75.9% | $4,249-53.1% |
| Admin fee / account holder | $526 | $8,692-93.9% | $16,712-96.9% | $8,951-94.1% |