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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 | $10,238 | $123,000-91.7% | $105,582-90.3% | $198,609-94.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 71.8%-5.1pp | 82.4%-15.7pp |
| Annual return | 20.61% | 18.31%+2.3pp | 18.61%+2.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,026 | $3,582-71.4% | $2,984-65.6% | $5,055-79.7% |
| Participant deferral / active EE | $1,775 | $5,013-64.6% | $4,353-59.2% | $6,977-74.6% |
| Admin fee / account holder | $1,363 | $16,254-91.6% | $12,856-89.4% | $19,030-92.8% |