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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 | $13,700 | $63,346-78.4% | $92,240-85.1% | $70,126-80.5% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 17.56% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $518 | $2,471-79.1% | $3,680-85.9% | $2,343-77.9% |
| Participant deferral / active EE | $327 | $2,854-88.5% | $3,897-91.6% | $3,332-90.2% |
| Admin fee / account holder | $1,366 | $3,841-64.4% | $5,194-73.7% | $4,645-70.6% |