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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 | $12,492 | $75,962-83.6% | $154,111-91.9% | $64,173-80.5% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | 11.19% | 30.32%-19.1pp | 735.18%-724.0pp | 7.63%+3.6pp |
| Employer contribution / active EE | $476 | $3,350-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $636 | $3,175-80.0% | $5,081-87.5% | $3,470-81.7% |
| Admin fee / account holder | $302 | $5,589-94.6% | $13,411-97.7% | $4,887-93.8% |