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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 | $10,165 | $82,879-87.7% | $96,576-89.5% | $67,986-85.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.4%-25.9pp | 57.2%-1.7pp |
| Annual return | 51.20% | 36.90%+14.3pp | 38.47%+12.7pp | 31.67%+19.5pp |
| Employer contribution / active EE | $746 | $2,727-72.7% | $3,553-79.0% | $2,019-63.1% |
| Participant deferral / active EE | $2,530 | $6,976-63.7% | $7,956-68.2% | $3,358-24.7% |
| Admin fee / account holder | $497 | $2,783-82.1% | $11,381-95.6% | $3,203-84.5% |