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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 | $10,117 | $102,422-90.1% | $147,117-93.1% | $80,959-87.5% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 13.83% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,089 | $3,717-70.7% | $4,932-77.9% | $2,757-60.5% |
| Participant deferral / active EE | $1,261 | $6,652-81.0% | $8,065-84.4% | $4,300-70.7% |
| Admin fee / account holder | $705 | $7,953-91.1% | $12,993-94.6% | $6,925-89.8% |