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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 | $18,696 | $89,259-79.1% | $107,187-82.6% | $82,637-77.4% |
| Participation rate | 13.7% | 67.9%-54.2pp | 75.0%-61.3pp | 68.1%-54.3pp |
| Annual return | 25.09% | 21.02%+4.1pp | 204.55%-179.5pp | 53.51%-28.4pp |
| Employer contribution / active EE | $805 | $3,080-73.9% | $3,782-78.7% | $2,552-68.4% |
| Participant deferral / active EE | $1,414 | $4,037-65.0% | $5,096-72.3% | $4,126-65.7% |
| Admin fee / account holder | $2,674 | $7,381-63.8% | $9,162-70.8% | $7,339-63.6% |