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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 | $13,684 | $106,749-87.2% | $145,433-90.6% | $82,448-83.4% |
| Participation rate | 34.4% | 75.6%-41.3pp | 82.1%-47.7pp | 68.1%-33.7pp |
| Annual return | 53.60% | 27.59%+26.0pp | 66.58%-13.0pp | 41.64%+12.0pp |
| Employer contribution / active EE | $770 | $3,444-77.6% | $4,554-83.1% | $2,551-69.8% |
| Participant deferral / active EE | $2,019 | $6,519-69.0% | $7,897-74.4% | $4,139-51.2% |
| Admin fee / account holder | $4,065 | $8,390-51.5% | $13,129-69.0% | $7,234-43.8% |