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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 | $16,543 | $65,041-74.6% | $90,965-81.8% | $79,858-79.3% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 18.54% | 30.45%-11.9pp | 134.57%-116.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $826 | $1,247-33.7% | $2,122-61.1% | $2,471-66.6% |
| Participant deferral / active EE | $1,032 | $2,512-58.9% | $3,373-69.4% | $3,740-72.4% |
| Admin fee / account holder | $551 | $4,536-87.9% | $5,960-90.8% | $5,306-89.6% |