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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 | $10,119 | $82,674-87.8% | $125,381-91.9% | $68,486-85.2% |
| Participation rate | 62.9% | 75.1%-12.2pp | 82.4%-19.5pp | 67.9%-5.0pp |
| Annual return | 14.52% | -5.97%+20.5pp | 572.31%-557.8pp | -7.85%+22.4pp |
| Employer contribution / active EE | $2,026 | $3,382-40.1% | $4,815-57.9% | $2,597-22.0% |
| Participant deferral / active EE | $2,402 | $6,111-60.7% | $7,448-67.8% | $4,028-40.4% |
| Admin fee / account holder | $3,809 | $6,277-39.3% | $10,007-61.9% | $5,404-29.5% |