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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 | $17,011 | $69,977-75.7% | $108,582-84.3% | $62,881-72.9% |
| Participation rate | 16.5% | 72.9%-56.4pp | 79.6%-63.1pp | 69.3%-52.8pp |
| Annual return | 13.83% | 10.73%+3.1pp | -51.70%+65.5pp | 20.14%-6.3pp |
| Employer contribution / active EE | $553 | $2,135-74.1% | $3,758-85.3% | $2,281-75.7% |
| Participant deferral / active EE | $1,286 | $3,165-59.4% | $4,311-70.2% | $3,203-59.8% |
| Admin fee / account holder | $1,177 | $5,076-76.8% | $7,645-84.6% | $4,296-72.6% |