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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 | $13,640 | $115,814-88.2% | $101,275-86.5% | $158,982-91.4% |
| Participation rate | 39.1% | 79.4%-40.2pp | 75.8%-36.7pp | 82.0%-42.8pp |
| Annual return | 25.11% | 56.16%-31.0pp | 46.48%-21.4pp | 302.99%-277.9pp |
| Employer contribution / active EE | $816 | $4,176-80.5% | $3,660-77.7% | $4,763-82.9% |
| Participant deferral / active EE | $1,017 | $4,958-79.5% | $4,371-76.7% | $5,983-83.0% |
| Admin fee / account holder | $696 | $7,249-90.4% | $5,948-88.3% | $11,252-93.8% |