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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 | $16,212 | $102,422-84.2% | $147,117-89.0% | $80,959-80.0% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 12.72% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,215 | $3,717-67.3% | $4,932-75.4% | $2,757-55.9% |
| Participant deferral / active EE | $1,896 | $6,652-71.5% | $8,065-76.5% | $4,300-55.9% |
| Admin fee / account holder | $2,847 | $7,953-64.2% | $12,993-78.1% | $6,925-58.9% |