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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 | $10,141 | $62,672-83.8% | $185,117-94.5% | $70,124-85.5% |
| Participation rate | 69.1% | 63.8%+5.3pp | 77.3%-8.2pp | 69.5%-0.4pp |
| Annual return | 42.93% | 40.79%+2.1pp | 40.50%+2.4pp | 73.14%-30.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $721 | $3,272-78.0% | $5,045-85.7% | $3,332-78.4% |
| Admin fee / account holder | $304 | $3,932-92.3% | $8,159-96.3% | $4,645-93.4% |