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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 | $17,301 | $62,586-72.4% | $76,766-77.5% | $64,181-73.0% |
| Participation rate | 31.8% | 72.8%-41.0pp | 77.0%-45.1pp | 69.6%-37.8pp |
| Annual return | 301.87% | -1.95%+303.8pp | 2.43%+299.4pp | 7.63%+294.2pp |
| Employer contribution / active EE | $638 | $1,832-65.2% | $2,485-74.3% | $2,381-73.2% |
| Participant deferral / active EE | $1,095 | $3,145-65.2% | $3,851-71.6% | $3,470-68.4% |
| Admin fee / account holder | $907 | $4,667-80.6% | $6,675-86.4% | $4,887-81.4% |