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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 | $11,665 | $148,623-92.2% | $135,974-91.4% | $139,466-91.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 20.02% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,471 | $5,246-72.0% | $4,859-69.7% | $4,754-69.1% |
| Participant deferral / active EE | $1,685 | $8,103-79.2% | $7,760-78.3% | $6,712-74.9% |
| Admin fee / account holder | $1,680 | $12,406-86.5% | $10,767-84.4% | $11,409-85.3% |