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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 | $10,451 | $89,370-88.3% | $141,197-92.6% | $72,976-85.7% |
| Participation rate | 37.3% | 75.1%-37.9pp | 82.5%-45.2pp | 69.5%-32.2pp |
| Annual return | 26.69% | 111.88%-85.2pp | 71.41%-44.7pp | 81.02%-54.3pp |
| Employer contribution / active EE | $840 | $3,115-73.0% | $4,736-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $2,212 | $5,419-59.2% | $6,710-67.0% | $3,608-38.7% |
| Admin fee / account holder | $2,660 | $5,957-55.3% | $10,265-74.1% | $5,124-48.1% |