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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 | $11,376 | $85,171-86.6% | $172,752-93.4% | $72,975-84.4% |
| Participation rate | 56.3% | 70.1%-13.8pp | 82.6%-26.4pp | 69.5%-13.2pp |
| Annual return | 19.38% | 27.32%-7.9pp | 802.97%-783.6pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,471 | $3,324-55.7% | $5,144-71.4% | $2,440-39.7% |
| Participant deferral / active EE | $749 | $3,260-77.0% | $5,198-85.6% | $3,608-79.3% |
| Admin fee / account holder | $1,068 | $5,880-81.8% | $13,955-92.3% | $5,124-79.2% |