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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 | $10,231 | $91,439-88.8% | $135,974-92.5% | $71,511-85.7% |
| Participation rate | 25.3% | 75.7%-50.3pp | 81.9%-56.6pp | 67.9%-42.6pp |
| Annual return | 30.16% | 29.90%+0.3pp | 68.30%-38.1pp | 28.86%+1.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,314 | $7,093-81.5% | $7,760-83.1% | $4,291-69.4% |
| Admin fee / account holder | $1,978 | $1,267+56.1% | $10,767-81.6% | $1,588+24.5% |