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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 | $11,929 | $78,423-84.8% | $95,964-87.6% | $79,856-85.1% |
| Participation rate | 41.8% | 73.5%-31.7pp | 77.1%-35.3pp | 69.6%-27.8pp |
| Annual return | 13.43% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $818 | $1,945-58.0% | $2,541-67.8% | $2,471-66.9% |
| Participant deferral / active EE | $1,119 | $3,440-67.5% | $4,167-73.1% | $3,741-70.1% |
| Admin fee / account holder | $2,409 | $5,622-57.1% | $6,797-64.6% | $5,306-54.6% |