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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 | $17,303 | $89,367-80.6% | $141,191-87.7% | $72,975-76.3% |
| Participation rate | 46.3% | 75.1%-28.9pp | 82.5%-36.2pp | 69.5%-23.2pp |
| Annual return | 31.32% | 111.87%-80.6pp | 71.41%-40.1pp | 81.01%-49.7pp |
| Employer contribution / active EE | $916 | $3,115-70.6% | $4,736-80.7% | $2,440-62.5% |
| Participant deferral / active EE | $1,833 | $5,419-66.2% | $6,710-72.7% | $3,608-49.2% |
| Admin fee / account holder | $978 | $5,957-83.6% | $10,264-90.5% | $5,124-80.9% |