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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 | $12,461 | $75,962-83.6% | $154,108-91.9% | $64,173-80.6% |
| Participation rate | 66.0% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.6pp |
| Annual return | 11.19% | 30.32%-19.1pp | 735.21%-724.0pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,421 | $3,350-57.6% | $5,298-73.2% | $2,381-40.3% |
| Participant deferral / active EE | $694 | $3,175-78.1% | $5,081-86.3% | $3,470-80.0% |
| Admin fee / account holder | $607 | $5,589-89.1% | $13,411-95.5% | $4,887-87.6% |