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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 | $10,225 | $65,367-84.4% | $92,915-89.0% | $72,976-86.0% |
| Participation rate | 26.4% | 68.3%-41.9pp | 76.0%-49.6pp | 69.5%-43.1pp |
| Annual return | 33.35% | 42.11%-8.8pp | 109.45%-76.1pp | 81.02%-47.7pp |
| Employer contribution / active EE | $669 | $2,594-74.2% | $3,653-81.7% | $2,440-72.6% |
| Participant deferral / active EE | $904 | $3,128-71.1% | $4,238-78.7% | $3,608-74.9% |
| Admin fee / account holder | $353 | $4,251-91.7% | $5,796-93.9% | $5,124-93.1% |