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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 | $12,165 | $112,935-89.2% | $90,970-86.6% | $158,966-92.3% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 11.54% | 215.79%-204.2pp | 134.58%-123.0pp | 302.95%-291.4pp |
| Employer contribution / active EE | $521 | $2,895-82.0% | $2,122-75.5% | $4,762-89.1% |
| Participant deferral / active EE | $831 | $4,129-79.9% | $3,373-75.4% | $5,983-86.1% |
| Admin fee / account holder | $766 | $8,045-90.5% | $5,960-87.2% | $11,250-93.2% |