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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 | $17,190 | $48,364-64.5% | $71,796-76.1% | $62,881-72.7% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 4.89% | 13.16%-8.3pp | 78.04%-73.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $251 | $1,042-75.9% | $1,924-87.0% | $2,281-89.0% |
| Participant deferral / active EE | $502 | $2,091-76.0% | $2,794-82.0% | $3,203-84.3% |
| Admin fee / account holder | $952 | $3,771-74.8% | $4,815-80.2% | $4,296-77.8% |