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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 | $10,162 | $85,171-88.1% | $172,752-94.1% | $72,975-86.1% |
| Participation rate | 61.9% | 70.1%-8.2pp | 82.6%-20.7pp | 69.5%-7.6pp |
| Annual return | 18.11% | 27.32%-9.2pp | 802.97%-784.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $635 | $3,324-80.9% | $5,144-87.7% | $2,440-74.0% |
| Participant deferral / active EE | $747 | $3,260-77.1% | $5,198-85.6% | $3,608-79.3% |
| Admin fee / account holder | $4,940 | $5,880-16.0% | $13,955-64.6% | $5,124-3.6% |