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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 | $15,088 | $63,355-76.2% | $91,994-83.6% | $72,983-79.3% |
| Participation rate | 40.0% | 72.5%-32.5pp | 78.6%-38.6pp | 69.5%-29.5pp |
| Annual return | 54.77% | 35.35%+19.4pp | 69.03%-14.3pp | 81.01%-26.2pp |
| Employer contribution / active EE | $401 | $2,116-81.0% | $3,452-88.4% | $2,440-83.6% |
| Participant deferral / active EE | $1,070 | $4,883-78.1% | $5,923-81.9% | $3,608-70.3% |
| Admin fee / account holder | $1,383 | $4,668-70.4% | $7,743-82.1% | $5,124-73.0% |