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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 | $18,911 | $118,708-84.1% | $98,920-80.9% | $158,982-88.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 9.16% | 372.49%-363.3pp | 196.47%-187.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $509 | $3,334-84.7% | $2,689-81.1% | $4,763-89.3% |
| Participant deferral / active EE | $1,153 | $5,089-77.3% | $4,245-72.8% | $5,983-80.7% |
| Admin fee / account holder | $2,686 | $10,134-73.5% | $6,643-59.6% | $11,252-76.1% |