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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 | $14,582 | $78,705-81.5% | $117,860-87.6% | $70,124-79.2% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 27.08% | 23.30%+3.8pp | 335.10%-308.0pp | 73.14%-46.1pp |
| Employer contribution / active EE | $531 | $2,223-76.1% | $3,786-86.0% | $2,342-77.3% |
| Participant deferral / active EE | $1,416 | $3,297-57.1% | $4,482-68.4% | $3,332-57.5% |
| Admin fee / account holder | $1,167 | $5,065-77.0% | $8,021-85.5% | $4,645-74.9% |