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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 | $12,528 | $98,776-87.3% | $149,745-91.6% | $79,856-84.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 19.06% | 27.38%-8.3pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $743 | $3,217-76.9% | $4,646-84.0% | $2,471-69.9% |
| Participant deferral / active EE | $1,162 | $5,681-79.6% | $6,843-83.0% | $3,741-68.9% |
| Admin fee / account holder | $461 | $6,053-92.4% | $9,312-95.0% | $5,306-91.3% |