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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 | $10,884 | $93,589-88.4% | $135,942-92.0% | $75,181-85.5% |
| Participation rate | 30.4% | 75.2%-44.8pp | 81.9%-51.5pp | 67.2%-36.8pp |
| Annual return | 25.61% | 30.90%-5.3pp | 68.28%-42.7pp | 160.69%-135.1pp |
| Employer contribution / active EE | $887 | $3,537-74.9% | $4,858-81.7% | $2,671-66.8% |
| Participant deferral / active EE | $1,677 | $6,405-73.8% | $7,759-78.4% | $4,126-59.4% |
| Admin fee / account holder | $1,983 | $6,977-71.6% | $10,764-81.6% | $5,650-64.9% |