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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 | $15,768 | $98,240-83.9% | $82,313-80.8% | $147,585-89.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 10.26% | 30.85%-20.6pp | 25.88%-15.6pp | 578.58%-568.3pp |
| Employer contribution / active EE | $832 | $3,192-73.9% | $2,428-65.8% | $4,876-82.9% |
| Participant deferral / active EE | $1,037 | $4,383-76.3% | $3,706-72.0% | $5,439-80.9% |
| Admin fee / account holder | $4,949 | $8,563-42.2% | $5,608-11.8% | $10,886-54.5% |