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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 | $10,654 | $62,672-83.0% | $185,117-94.2% | $70,126-84.8% |
| Participation rate | 16.8% | 63.8%-46.9pp | 77.3%-60.4pp | 69.5%-52.7pp |
| Annual return | 18.39% | 40.79%-22.4pp | 40.50%-22.1pp | 73.15%-54.8pp |
| Employer contribution / active EE | $302 | $1,753-82.8% | $4,182-92.8% | $2,343-87.1% |
| Participant deferral / active EE | $413 | $3,272-87.4% | $5,045-91.8% | $3,332-87.6% |
| Admin fee / account holder | $1,846 | $3,932-53.0% | $8,159-77.4% | $4,645-60.3% |