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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 | $19,083 | $71,230-73.2% | $93,727-79.6% | $80,959-76.4% |
| Participation rate | 36.5% | 60.4%-23.9pp | 68.7%-32.3pp | 67.7%-31.2pp |
| Annual return | 31.47% | 11.26%+20.2pp | 133.83%-102.4pp | 35.67%-4.2pp |
| Employer contribution / active EE | $874 | $1,565-44.1% | $2,421-63.9% | $2,757-68.3% |
| Participant deferral / active EE | $1,021 | $4,037-74.7% | $4,417-76.9% | $4,300-76.3% |
| Admin fee / account holder | $787 | $6,961-88.7% | $8,292-90.5% | $6,925-88.6% |