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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 | $91,559-88.5% | $133,978-92.1% | $79,856-86.8% |
| Participation rate | 28.6% | 73.3%-44.8pp | 79.8%-51.3pp | 69.6%-41.1pp |
| Annual return | 48.98% | 61.85%-12.9pp | 45.10%+3.9pp | 31.71%+17.3pp |
| Employer contribution / active EE | $1,463 | $2,384-38.6% | $3,919-62.7% | $2,471-40.8% |
| Participant deferral / active EE | $1,416 | $3,734-62.1% | $5,047-71.9% | $3,741-62.1% |
| Admin fee / account holder | $378 | $6,321-94.0% | $8,930-95.8% | $5,306-92.9% |