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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 | $12,813 | $78,682-83.7% | $109,188-88.3% | $85,851-85.1% |
| Participation rate | 67.7% | 68.3%-0.6pp | 75.9%-8.2pp | 69.3%-1.6pp |
| Annual return | 12.79% | 25.09%-12.3pp | 25.76%-13.0pp | 318.63%-305.8pp |
| Employer contribution / active EE | $5,157 | $2,734+88.6% | $3,723+38.5% | $2,565+101.0% |
| Participant deferral / active EE | $1,414 | $3,468-59.2% | $4,654-69.6% | $3,952-64.2% |
| Admin fee / account holder | $4,201 | $5,470-23.2% | $6,755-37.8% | $6,261-32.9% |