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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 | $14,107 | $125,797-88.8% | $170,057-91.7% | $75,177-81.2% |
| Participation rate | 53.3% | 83.6%-30.3pp | 87.0%-33.7pp | 67.2%-13.9pp |
| Annual return | 40.35% | 27.20%+13.2pp | 53.42%-13.1pp | 160.75%-120.4pp |
| Employer contribution / active EE | $2,007 | $4,616-56.5% | $6,790-70.4% | $2,671-24.9% |
| Participant deferral / active EE | $1,661 | $6,838-75.7% | $10,411-84.0% | $4,126-59.7% |
| Admin fee / account holder | $912 | $8,177-88.8% | $12,826-92.9% | $5,651-83.9% |