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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 | $14,684 | $105,284-86.1% | $150,734-90.3% | $94,015-84.4% |
| Participation rate | 69.7% | 71.7%-2.0pp | 78.4%-8.7pp | 70.8%-1.1pp |
| Annual return | 19.91% | 15.67%+4.2pp | 600.81%-580.9pp | 17.84%+2.1pp |
| Employer contribution / active EE | $938 | $3,599-73.9% | $4,918-80.9% | $2,790-66.4% |
| Participant deferral / active EE | $1,648 | $4,274-61.4% | $5,610-70.6% | $4,249-61.2% |
| Admin fee / account holder | $778 | $9,839-92.1% | $14,905-94.8% | $8,951-91.3% |