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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 | $10,610 | $48,570-78.2% | $130,660-91.9% | $72,975-85.5% |
| Participation rate | 40.3% | 58.6%-18.2pp | 71.7%-31.4pp | 69.5%-29.2pp |
| Annual return | 21.93% | 38.63%-16.7pp | 1709.29%-1687.4pp | 81.01%-59.1pp |
| Employer contribution / active EE | $568 | $1,334-57.5% | $4,092-86.1% | $2,440-76.7% |
| Participant deferral / active EE | $689 | $2,384-71.1% | $3,603-80.9% | $3,608-80.9% |
| Admin fee / account holder | $458 | $3,549-87.1% | $5,463-91.6% | $5,124-91.1% |