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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 | $18,219 | $157,829-88.5% | $136,867-86.7% | $198,609-90.8% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 14.87% | 51.25%-36.4pp | 42.97%-28.1pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,399 | $3,923-64.3% | $3,547-60.6% | $5,055-72.3% |
| Participant deferral / active EE | $389 | $5,463-92.9% | $4,924-92.1% | $6,977-94.4% |
| Admin fee / account holder | $380 | $11,107-96.6% | $10,340-96.3% | $19,030-98.0% |