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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 | $13,278 | $157,296-91.6% | $141,191-90.6% | $152,897-91.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 109.51% | 64.34%+45.2pp | 71.41%+38.1pp | 345.43%-235.9pp |
| Employer contribution / active EE | $1,200 | $5,262-77.2% | $4,736-74.7% | $4,764-74.8% |
| Participant deferral / active EE | $1,200 | $7,111-83.1% | $6,710-82.1% | $5,851-79.5% |
| Admin fee / account holder | $1,334 | $12,125-89.0% | $10,264-87.0% | $11,599-88.5% |