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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 | $15,524 | $86,940-82.1% | $102,434-84.8% | $80,935-80.8% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.7%-30.2pp |
| Annual return | 85.84% | 18.89%+66.9pp | 29.46%+56.4pp | 35.66%+50.2pp |
| Employer contribution / active EE | $852 | $2,370-64.1% | $3,023-71.8% | $2,757-69.1% |
| Participant deferral / active EE | $1,397 | $4,121-66.1% | $5,055-72.4% | $4,299-67.5% |
| Admin fee / account holder | $624 | $8,047-92.2% | $9,462-93.4% | $6,924-91.0% |