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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 | $10,992 | $89,370-87.7% | $141,197-92.2% | $72,976-84.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 22.36% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $660 | $3,115-78.8% | $4,736-86.1% | $2,440-72.9% |
| Participant deferral / active EE | $1,014 | $5,419-81.3% | $6,710-84.9% | $3,608-71.9% |
| Admin fee / account holder | $737 | $5,957-87.6% | $10,265-92.8% | $5,124-85.6% |