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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 | $28,134 | $78,428-64.1% | $95,960-70.7% | $79,852-64.8% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.7pp |
| Annual return | 10.29% | 19.37%-9.1pp | 91.63%-81.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $762 | $1,945-60.8% | $2,541-70.0% | $2,471-69.2% |
| Participant deferral / active EE | $1,506 | $3,440-56.2% | $4,167-63.9% | $3,740-59.7% |
| Admin fee / account holder | $15,368 | $5,622+173.3% | $6,797+126.1% | $5,306+189.6% |