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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 | $15,280 | $64,705-76.4% | $62,929-75.7% | $67,986-77.5% |
| Participation rate | 25.3% | 65.6%-40.3pp | 73.1%-47.8pp | 57.2%-31.9pp |
| Annual return | 24.28% | 20.31%+4.0pp | 1063.93%-1039.7pp | 31.67%-7.4pp |
| Employer contribution / active EE | $543 | $2,376-77.2% | $2,505-78.3% | $2,019-73.1% |
| Participant deferral / active EE | $883 | $3,198-72.4% | $3,888-77.3% | $3,358-73.7% |
| Admin fee / account holder | $356 | $1,428-75.1% | $5,065-93.0% | $3,203-88.9% |