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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 | $6,135 | $77,908-92.1% | $149,696-95.9% | $75,173-91.8% |
| Participation rate | 27.6% | 65.6%-38.0pp | 78.8%-51.2pp | 67.2%-39.6pp |
| Annual return | 19.11% | 31.73%-12.6pp | 134.46%-115.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,049 | $3,138-66.6% | $4,821-78.2% | $2,671-60.7% |
| Participant deferral / active EE | $469 | $3,411-86.3% | $5,682-91.8% | $4,126-88.6% |
| Admin fee / account holder | $13,574 | $5,950+128.1% | $13,212+2.7% | $5,651+140.2% |