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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 | $10,858 | $64,324-83.1% | $118,946-90.9% | $79,852-86.4% |
| Participation rate | 14.8% | 64.9%-50.0pp | 75.4%-60.6pp | 69.6%-54.8pp |
| Annual return | 18.25% | 86.45%-68.2pp | 35.89%-17.6pp | 31.72%-13.5pp |
| Employer contribution / active EE | $627 | $1,836-65.9% | $3,263-80.8% | $2,471-74.6% |
| Participant deferral / active EE | $879 | $2,824-68.9% | $4,266-79.4% | $3,740-76.5% |
| Admin fee / account holder | $10,684 | $4,040+164.5% | $6,581+62.4% | $5,306+101.4% |