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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 | $10,639 | $93,598-88.6% | $135,974-92.2% | $75,173-85.8% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.7pp |
| Annual return | 39.10% | 30.89%+8.2pp | 68.30%-29.2pp | 160.72%-121.6pp |
| Employer contribution / active EE | $1,092 | $3,538-69.1% | $4,859-77.5% | $2,671-59.1% |
| Participant deferral / active EE | $1,410 | $6,405-78.0% | $7,760-81.8% | $4,126-65.8% |
| Admin fee / account holder | $844 | $6,978-87.9% | $10,767-92.2% | $5,651-85.1% |