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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 | $10,975 | $78,428-86.0% | $95,960-88.6% | $79,852-86.3% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 17.59% | 19.37%-1.8pp | 91.63%-74.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $942 | $1,945-51.6% | $2,541-62.9% | $2,471-61.9% |
| Participant deferral / active EE | $1,520 | $3,440-55.8% | $4,167-63.5% | $3,740-59.4% |
| Admin fee / account holder | $2,756 | $5,622-51.0% | $6,797-59.4% | $5,306-48.1% |