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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 | $13,758 | $211,239-93.5% | $178,528-92.3% | $145,877-90.6% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | 20.62% | 30.22%-9.6pp | 27.11%-6.5pp | 551.28%-530.7pp |
| Employer contribution / active EE | $651 | $4,570-85.7% | $3,950-83.5% | $4,663-86.0% |
| Participant deferral / active EE | $772 | $6,963-88.9% | $6,278-87.7% | $6,691-88.5% |
| Admin fee / account holder | $1,365 | $12,095-88.7% | $10,419-86.9% | $13,402-89.8% |