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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 | $13,239 | $99,652-86.7% | $78,778-83.2% | $147,586-91.0% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 9.46% | 47.28%-37.8pp | 35.62%-26.2pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,403 | $2,796-14.0% | $1,986+21.0% | $4,876-50.7% |
| Participant deferral / active EE | $27 | $3,664-99.3% | $2,958-99.1% | $5,439-99.5% |
| Admin fee / account holder | $767 | $7,155-89.3% | $5,134-85.1% | $10,886-93.0% |