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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 | $18,385 | $93,589-80.4% | $135,942-86.5% | $75,181-75.5% |
| Participation rate | 43.3% | 75.2%-31.9pp | 81.9%-38.6pp | 67.2%-23.9pp |
| Annual return | 20.47% | 30.90%-10.4pp | 68.28%-47.8pp | 160.69%-140.2pp |
| Employer contribution / active EE | $939 | $3,537-73.5% | $4,858-80.7% | $2,671-64.8% |
| Participant deferral / active EE | $1,830 | $6,405-71.4% | $7,759-76.4% | $4,126-55.7% |
| Admin fee / account holder | $556 | $6,977-92.0% | $10,764-94.8% | $5,650-90.2% |