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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 | $13,133 | $106,005-87.6% | $92,239-85.8% | $147,585-91.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.89% | 50.05%-34.2pp | 176.29%-160.4pp | 578.58%-562.7pp |
| Employer contribution / active EE | $1,011 | $4,333-76.7% | $3,680-72.5% | $4,876-79.3% |
| Participant deferral / active EE | $675 | $4,478-84.9% | $3,897-82.7% | $5,439-87.6% |
| Admin fee / account holder | $552 | $6,333-91.3% | $5,194-89.4% | $10,886-94.9% |