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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 | $10,631 | $72,027-85.2% | $185,861-94.3% | $79,856-86.7% |
| Participation rate | 29.9% | 65.8%-35.9pp | 78.0%-48.2pp | 69.6%-39.8pp |
| Annual return | 15.43% | 23.13%-7.7pp | 35.96%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $535 | $1,965-72.8% | $4,088-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $760 | $3,780-79.9% | $5,634-86.5% | $3,741-79.7% |
| Admin fee / account holder | $581 | $4,513-87.1% | $9,503-93.9% | $5,306-89.0% |