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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 | $15,096 | $62,672-75.9% | $185,117-91.8% | $70,126-78.5% |
| Participation rate | 36.4% | 63.8%-27.4pp | 77.3%-40.9pp | 69.5%-33.2pp |
| Annual return | 30.84% | 40.79%-10.0pp | 40.50%-9.7pp | 73.15%-42.3pp |
| Employer contribution / active EE | $410 | $1,753-76.6% | $4,182-90.2% | $2,343-82.5% |
| Participant deferral / active EE | $1,001 | $3,272-69.4% | $5,045-80.2% | $3,332-70.0% |
| Admin fee / account holder | $2,188 | $3,932-44.4% | $8,159-73.2% | $4,645-52.9% |