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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 | $10,271 | $103,392-90.1% | $87,104-88.2% | $152,897-93.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 15.34% | 28.10%-12.8pp | 28.19%-12.8pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,991 | $3,221-38.2% | $2,521-21.0% | $4,764-58.2% |
| Participant deferral / active EE | $1,243 | $4,778-74.0% | $4,048-69.3% | $5,851-78.8% |
| Admin fee / account holder | $8,615 | $12,194-29.3% | $7,491+15.0% | $11,599-25.7% |