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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 | $12,335 | $124,346-90.1% | $111,308-88.9% | $167,536-92.6% |
| Participation rate | 36.8% | 79.6%-42.8pp | 77.3%-40.5pp | 82.1%-45.3pp |
| Annual return | 11.01% | 37.45%-26.4pp | 54.67%-43.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,148 | $3,437-66.6% | $2,732-58.0% | $4,839-76.3% |
| Participant deferral / active EE | $1,467 | $5,182-71.7% | $4,487-67.3% | $6,342-76.9% |
| Admin fee / account holder | $5,438 | $10,621-48.8% | $7,965-31.7% | $12,315-55.8% |