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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 | $13,200 | $125,190-89.5% | $105,624-87.5% | $145,897-91.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 16.35% | 225.22%-208.9pp | 116.20%-99.9pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,422 | $3,720-34.9% | $3,168-23.5% | $4,663-48.1% |
| Participant deferral / active EE | $733 | $5,716-87.2% | $5,013-85.4% | $6,689-89.0% |
| Admin fee / account holder | $8,842 | $17,138-48.4% | $10,961-19.3% | $13,390-34.0% |