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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 | $15,815 | $89,367-82.3% | $141,191-88.8% | $72,975-78.3% |
| Participation rate | 42.4% | 75.1%-32.8pp | 82.5%-40.1pp | 69.5%-27.1pp |
| Annual return | 25.39% | 111.87%-86.5pp | 71.41%-46.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,150 | $3,115-63.1% | $4,736-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $1,970 | $5,419-63.6% | $6,710-70.6% | $3,608-45.4% |
| Admin fee / account holder | $1,770 | $5,957-70.3% | $10,264-82.8% | $5,124-65.5% |