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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 | $11,863 | $154,228-92.3% | $145,433-91.8% | $137,256-91.4% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,994 | $4,804-37.7% | $4,554-34.3% | $4,156-28.0% |
| Participant deferral / active EE | $976 | $8,216-88.1% | $7,897-87.6% | $6,407-84.8% |
| Admin fee / account holder | $12,970 | $14,344-9.6% | $13,129-1.2% | $12,270+5.7% |