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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 | $29,021 | $105,284-72.4% | $150,734-80.7% | $94,015-69.1% |
| Participation rate | 58.2% | 71.7%-13.6pp | 78.4%-20.3pp | 70.8%-12.6pp |
| Annual return | 13.67% | 15.67%-2.0pp | 600.81%-587.1pp | 17.84%-4.2pp |
| Employer contribution / active EE | $5,894 | $3,599+63.8% | $4,918+19.8% | $2,790+111.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,205 | $9,839-6.4% | $14,905-38.2% | $8,951+2.8% |