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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 | $12,469 | $117,859-89.4% | $102,438-87.8% | $145,959-91.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 17.25% | 31.72%-14.5pp | 29.37%-12.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $980 | $3,615-72.9% | $3,024-67.6% | $4,661-79.0% |
| Participant deferral / active EE | $1,556 | $5,732-72.8% | $5,054-69.2% | $6,689-76.7% |
| Admin fee / account holder | $863 | $13,318-93.5% | $9,448-90.9% | $13,398-93.6% |