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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 | $12,318 | $101,063-87.8% | $81,473-84.9% | $147,586-91.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 13.21% | 32.41%-19.2pp | 38.78%-25.6pp | 578.59%-565.4pp |
| Employer contribution / active EE | $4,498 | $3,206+40.3% | $2,568+75.2% | $4,876-7.8% |
| Participant deferral / active EE | $240 | $4,242-94.3% | $3,537-93.2% | $5,439-95.6% |
| Admin fee / account holder | $1,171 | $5,812-79.8% | $4,561-74.3% | $10,886-89.2% |