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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 | $11,496 | $98,766-88.4% | $149,730-92.3% | $79,852-85.6% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.5%-27.2pp | 69.6%-14.4pp |
| Annual return | 14.00% | 27.43%-13.4pp | 276.70%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $652 | $3,217-79.7% | $4,645-86.0% | $2,471-73.6% |
| Participant deferral / active EE | $874 | $5,681-84.6% | $6,843-87.2% | $3,740-76.6% |
| Admin fee / account holder | $532 | $6,052-91.2% | $9,310-94.3% | $5,306-90.0% |