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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 | $12,119 | $125,193-90.3% | $105,591-88.5% | $145,978-91.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 9.84% | 225.53%-215.7pp | 116.43%-106.6pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,070 | $3,718-71.2% | $3,166-66.2% | $4,662-77.1% |
| Participant deferral / active EE | $1,070 | $5,708-81.3% | $5,008-78.6% | $6,690-84.0% |
| Admin fee / account holder | $1,500 | $17,277-91.3% | $11,024-86.4% | $13,400-88.8% |