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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 | $13,189 | $79,449-83.4% | $189,558-93.0% | $85,856-84.6% |
| Participation rate | 53.2% | 66.0%-12.8pp | 78.5%-25.2pp | 69.3%-16.1pp |
| Annual return | 17.71% | 18.45%-0.7pp | 64.19%-46.5pp | 318.58%-300.9pp |
| Employer contribution / active EE | $940 | $2,081-54.8% | $4,412-78.7% | $2,565-63.4% |
| Participant deferral / active EE | $1,325 | $4,051-67.3% | $6,174-78.5% | $3,952-66.5% |
| Admin fee / account holder | $464 | $5,377-91.4% | $9,809-95.3% | $6,261-92.6% |