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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 | $15,235 | $93,617-83.7% | $135,982-88.8% | $75,177-79.7% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 27.51% | 30.89%-3.4pp | 68.32%-40.8pp | 160.75%-133.2pp |
| Employer contribution / active EE | $1,483 | $3,538-58.1% | $4,859-69.5% | $2,671-44.5% |
| Participant deferral / active EE | $2,212 | $6,406-65.5% | $7,760-71.5% | $4,126-46.4% |
| Admin fee / account holder | $685 | $6,980-90.2% | $10,767-93.6% | $5,651-87.9% |