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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 | $10,068 | $98,760-89.8% | $149,715-93.3% | $79,858-87.4% |
| Participation rate | 38.2% | 75.8%-37.5pp | 82.5%-44.2pp | 69.6%-31.4pp |
| Annual return | 35.64% | 27.43%+8.2pp | 276.66%-241.0pp | 31.72%+3.9pp |
| Employer contribution / active EE | $957 | $3,217-70.2% | $4,645-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $1,536 | $5,681-73.0% | $6,842-77.5% | $3,740-58.9% |
| Admin fee / account holder | $417 | $6,053-93.1% | $9,310-95.5% | $5,306-92.1% |