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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 | $19,671 | $89,370-78.0% | $141,197-86.1% | $72,976-73.0% |
| Participation rate | 63.3% | 75.1%-11.8pp | 82.5%-19.1pp | 69.5%-6.2pp |
| Annual return | 20.13% | 111.88%-91.7pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $833 | $3,115-73.3% | $4,736-82.4% | $2,440-65.9% |
| Participant deferral / active EE | $1,915 | $5,419-64.7% | $6,710-71.5% | $3,608-46.9% |
| Admin fee / account holder | $1,609 | $5,957-73.0% | $10,265-84.3% | $5,124-68.6% |