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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 | $12,668 | $115,903-89.1% | $100,528-87.4% | $158,966-92.0% |
| Participation rate | 45.5% | 81.6%-36.1pp | 79.4%-34.0pp | 82.0%-36.5pp |
| Annual return | 19.87% | 34.80%-14.9pp | 30.90%-11.0pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,547 | $4,105-62.3% | $3,419-54.7% | $4,762-67.5% |
| Participant deferral / active EE | $1,837 | $6,677-72.5% | $6,271-70.7% | $5,983-69.3% |
| Admin fee / account holder | $356 | $11,000-96.8% | $8,084-95.6% | $11,250-96.8% |