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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 | $14,276 | $78,428-81.8% | $95,960-85.1% | $79,852-82.1% |
| Participation rate | 42.0% | 73.5%-31.5pp | 77.1%-35.1pp | 69.6%-27.6pp |
| Annual return | 29.51% | 19.37%+10.1pp | 91.63%-62.1pp | 31.72%-2.2pp |
| Employer contribution / active EE | $614 | $1,945-68.5% | $2,541-75.9% | $2,471-75.2% |
| Participant deferral / active EE | $1,088 | $3,440-68.4% | $4,167-73.9% | $3,740-70.9% |
| Admin fee / account holder | $891 | $5,622-84.2% | $6,797-86.9% | $5,306-83.2% |