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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 | $11,848 | $141,004-91.6% | $112,273-89.4% | $139,466-91.5% |
| Participation rate | 12.5% | 79.2%-66.7pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 22.29% | 32.75%-10.5pp | 30.23%-7.9pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,577 | $4,285-63.2% | $3,431-54.1% | $4,754-66.8% |
| Participant deferral / active EE | $1,054 | $5,878-82.1% | $4,800-78.0% | $6,712-84.3% |
| Admin fee / account holder | $8,346 | $9,959-16.2% | $7,752+7.7% | $11,409-26.8% |