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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 | $14,097 | $89,370-84.2% | $141,197-90.0% | $72,976-80.7% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.5%-35.5pp | 69.5%-22.6pp |
| Annual return | 23.91% | 111.88%-88.0pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $952 | $3,115-69.5% | $4,736-79.9% | $2,440-61.0% |
| Participant deferral / active EE | $1,374 | $5,419-74.6% | $6,710-79.5% | $3,608-61.9% |
| Admin fee / account holder | $1,833 | $5,957-69.2% | $10,265-82.1% | $5,124-64.2% |