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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 | $11,702 | $53,774-78.2% | $134,162-91.3% | $79,852-85.3% |
| Participation rate | 17.5% | 58.8%-41.3pp | 72.2%-54.7pp | 69.6%-52.1pp |
| Annual return | 31.21% | 19.01%+12.2pp | 36.35%-5.1pp | 31.72%-0.5pp |
| Employer contribution / active EE | $625 | $1,322-52.7% | $3,705-83.1% | $2,471-74.7% |
| Participant deferral / active EE | $815 | $2,420-66.3% | $3,500-76.7% | $3,740-78.2% |
| Admin fee / account holder | $602 | $3,985-84.9% | $6,685-91.0% | $5,306-88.6% |