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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 | $10,252 | $102,422-90.0% | $147,117-93.0% | $80,959-87.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 13.86% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,122 | $3,717-69.8% | $4,932-77.2% | $2,757-59.3% |
| Participant deferral / active EE | $1,170 | $6,652-82.4% | $8,065-85.5% | $4,300-72.8% |
| Admin fee / account holder | $1,011 | $7,953-87.3% | $12,993-92.2% | $6,925-85.4% |