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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 | $12,554 | $80,332-84.4% | $107,187-88.3% | $64,097-80.4% |
| Participation rate | 29.3% | 54.4%-25.1pp | 75.0%-45.7pp | 55.2%-25.9pp |
| Annual return | 101.56% | 24.26%+77.3pp | 204.55%-103.0pp | 34.64%+66.9pp |
| Employer contribution / active EE | $1,134 | $2,501-54.7% | $3,782-70.0% | $1,891-40.1% |
| Participant deferral / active EE | $427 | $3,109-86.3% | $5,096-91.6% | $3,080-86.1% |
| Admin fee / account holder | $1,582 | $4,314-63.3% | $9,162-82.7% | $3,454-54.2% |