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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 | $18,092 | $88,360-79.5% | $145,433-87.6% | $67,986-73.4% |
| Participation rate | 40.0% | 65.5%-25.5pp | 82.1%-42.1pp | 57.2%-17.2pp |
| Annual return | 81.83% | 63.15%+18.7pp | 66.58%+15.3pp | 31.67%+50.2pp |
| Employer contribution / active EE | $661 | $3,054-78.4% | $4,554-85.5% | $2,019-67.3% |
| Participant deferral / active EE | $860 | $5,932-85.5% | $7,897-89.1% | $3,358-74.4% |
| Admin fee / account holder | $596 | $3,313-82.0% | $13,129-95.5% | $3,203-81.4% |