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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 | $10,571 | $65,395-83.8% | $182,540-94.2% | $72,975-85.5% |
| Participation rate | 36.4% | 65.4%-29.1pp | 78.0%-41.6pp | 69.5%-33.1pp |
| Annual return | 21.65% | 27.68%-6.0pp | 148.58%-126.9pp | 81.01%-59.4pp |
| Employer contribution / active EE | $598 | $1,911-68.7% | $4,076-85.3% | $2,440-75.5% |
| Participant deferral / active EE | $751 | $3,563-78.9% | $5,525-86.4% | $3,608-79.2% |
| Admin fee / account holder | $594 | $4,245-86.0% | $8,593-93.1% | $5,124-88.4% |