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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 | $12,082 | $85,171-85.8% | $172,753-93.0% | $72,976-83.4% |
| Participation rate | 58.8% | 70.1%-11.2pp | 82.6%-23.8pp | 69.5%-10.7pp |
| Annual return | 18.23% | 27.32%-9.1pp | 803.00%-784.8pp | 81.02%-62.8pp |
| Employer contribution / active EE | $643 | $3,324-80.7% | $5,144-87.5% | $2,440-73.7% |
| Participant deferral / active EE | $811 | $3,260-75.1% | $5,198-84.4% | $3,608-77.5% |
| Admin fee / account holder | $3,173 | $5,880-46.0% | $13,956-77.3% | $5,124-38.1% |