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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 | $10,902 | $63,346-82.8% | $92,240-88.2% | $70,126-84.5% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 18.42% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $773 | $2,471-68.7% | $3,680-79.0% | $2,343-67.0% |
| Participant deferral / active EE | $1,043 | $2,854-63.4% | $3,897-73.2% | $3,332-68.7% |
| Admin fee / account holder | $753 | $3,841-80.4% | $5,194-85.5% | $4,645-83.8% |