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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 | $12,765 | $87,059-85.3% | $105,608-87.9% | $80,925-84.2% |
| Participation rate | 31.1% | 70.4%-39.3pp | 75.3%-44.2pp | 67.7%-36.5pp |
| Annual return | 15.41% | 17.05%-1.6pp | 116.50%-101.1pp | 35.65%-20.2pp |
| Employer contribution / active EE | $728 | $2,396-69.6% | $3,167-77.0% | $2,756-73.6% |
| Participant deferral / active EE | $1,074 | $3,986-73.1% | $5,010-78.6% | $4,299-75.0% |
| Admin fee / account holder | $1,621 | $8,443-80.8% | $11,028-85.3% | $6,940-76.6% |