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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 | $13,711 | $115,810-88.2% | $101,271-86.5% | $158,966-91.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 22.29% | 56.15%-33.9pp | 46.48%-24.2pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,396 | $4,175-66.6% | $3,660-61.9% | $4,762-70.7% |
| Participant deferral / active EE | $519 | $4,958-89.5% | $4,371-88.1% | $5,983-91.3% |
| Admin fee / account holder | $952 | $7,248-86.9% | $5,948-84.0% | $11,250-91.5% |