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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 | $18,682 | $79,223-76.4% | $102,460-81.8% | $74,478-74.9% |
| Participation rate | 25.3% | 74.8%-49.4pp | 76.5%-51.2pp | 67.2%-41.9pp |
| Annual return | 30.75% | 54.98%-24.2pp | 29.47%+1.3pp | 1370.56%-1339.8pp |
| Employer contribution / active EE | $866 | $2,363-63.3% | $3,025-71.4% | $2,626-67.0% |
| Participant deferral / active EE | $1,320 | $4,417-70.1% | $5,056-73.9% | $4,350-69.7% |
| Admin fee / account holder | $793 | $2,003-60.4% | $9,460-91.6% | $1,946-59.3% |