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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 | $11,267 | $103,949-89.2% | $69,182-83.7% | $273,972-95.9% |
| Participation rate | 65.0% | 67.4%-2.4pp | 55.1%+9.9pp | 83.0%-18.0pp |
| Annual return | 4.02% | 35.28%-31.3pp | -21.93%+26.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $3,500 | $1,783+96.3% | $1,206+190.2% | $4,869-28.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,196 | $3,671-12.9% | $2,697+18.5% | $10,133-68.5% |