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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 | $10,190 | $91,037-88.8% | $71,671-85.8% | $147,586-93.1% |
| Participation rate | 54.2% | 76.1%-22.0pp | 68.7%-14.6pp | 82.8%-28.7pp |
| Annual return | 13.86% | 20.48%-6.6pp | 20.65%-6.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $868 | $3,327-73.9% | $2,460-64.7% | $4,876-82.2% |
| Participant deferral / active EE | $1,010 | $4,498-77.5% | $3,438-70.6% | $5,439-81.4% |
| Admin fee / account holder | $1,761 | $8,613-79.6% | $5,558-68.3% | $10,886-83.8% |