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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 | $12,771 | $73,978-82.7% | $96,515-86.8% | $75,173-83.0% |
| Participation rate | 69.4% | 66.4%+3.0pp | 74.3%-4.9pp | 67.2%+2.2pp |
| Annual return | 61.84% | 26.72%+35.1pp | 35.73%+26.1pp | 160.72%-98.9pp |
| Employer contribution / active EE | $1,390 | $2,931-52.6% | $3,740-62.8% | $2,671-47.9% |
| Participant deferral / active EE | $1,238 | $3,660-66.2% | $4,880-74.6% | $4,126-70.0% |
| Admin fee / account holder | $1,286 | $5,219-75.4% | $6,735-80.9% | $5,651-77.2% |