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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 | $18,937 | $105,284-82.0% | $150,734-87.4% | $94,015-79.9% |
| Participation rate | 68.1% | 71.7%-3.6pp | 78.4%-10.4pp | 70.8%-2.7pp |
| Annual return | 10.61% | 15.67%-5.1pp | 600.81%-590.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $8,630 | $3,599+139.8% | $4,918+75.5% | $2,790+209.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,274 | $9,839-87.1% | $14,905-91.5% | $8,951-85.8% |