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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 | $13,619 | $102,422-86.7% | $147,117-90.7% | $80,959-83.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.59% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,201 | $3,717-67.7% | $4,932-75.7% | $2,757-56.5% |
| Participant deferral / active EE | $1,056 | $6,652-84.1% | $8,065-86.9% | $4,300-75.4% |
| Admin fee / account holder | $604 | $7,953-92.4% | $12,993-95.3% | $6,925-91.3% |