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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 | $68,394-85.1% | $94,672-89.2% | $75,177-86.4% |
| Participation rate | 57.4% | 76.1%-18.6pp | 80.8%-23.4pp | 67.2%-9.8pp |
| Annual return | 36.78% | 616.92%-580.1pp | 156.89%-120.1pp | 160.75%-124.0pp |
| Employer contribution / active EE | $777 | $2,701-71.2% | $3,673-78.8% | $2,671-70.9% |
| Participant deferral / active EE | $1,939 | $6,536-70.3% | $7,417-73.9% | $4,126-53.0% |
| Admin fee / account holder | $879 | $5,326-83.5% | $7,222-87.8% | $5,651-84.4% |