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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 | $12,164 | $48,570-75.0% | $130,660-90.7% | $72,976-83.3% |
| Participation rate | 38.2% | 58.6%-20.3pp | 71.7%-33.5pp | 69.5%-31.3pp |
| Annual return | 21.63% | 38.63%-17.0pp | 1709.29%-1687.7pp | 81.02%-59.4pp |
| Employer contribution / active EE | $632 | $1,334-52.6% | $4,092-84.6% | $2,440-74.1% |
| Participant deferral / active EE | $912 | $2,384-61.8% | $3,603-74.7% | $3,608-74.7% |
| Admin fee / account holder | $983 | $3,549-72.3% | $5,463-82.0% | $5,124-80.8% |