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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 | $12,178 | $101,063-88.0% | $81,473-85.1% | $147,586-91.7% |
| Participation rate | 17.6% | 74.5%-56.8pp | 68.0%-50.3pp | 82.8%-65.2pp |
| Annual return | 19.54% | 32.41%-12.9pp | 38.78%-19.2pp | 578.59%-559.1pp |
| Employer contribution / active EE | $424 | $3,206-86.8% | $2,568-83.5% | $4,876-91.3% |
| Participant deferral / active EE | $511 | $4,242-88.0% | $3,537-85.5% | $5,439-90.6% |
| Admin fee / account holder | $328 | $5,812-94.4% | $4,561-92.8% | $10,886-97.0% |