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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 | $14,286 | $183,516-92.2% | $155,534-90.8% | $145,884-90.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.12% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,037 | $5,315-80.5% | $4,675-77.8% | $4,662-77.8% |
| Participant deferral / active EE | $1,253 | $6,467-80.6% | $5,630-77.8% | $6,690-81.3% |
| Admin fee / account holder | $1,908 | $19,293-90.1% | $15,900-88.0% | $13,392-85.8% |