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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 | $13,342 | $100,901-86.8% | $75,501-82.3% | $147,586-91.0% |
| Participation rate | 28.6% | 77.1%-48.6pp | 72.4%-43.8pp | 82.8%-54.3pp |
| Annual return | 9.45% | 35.78%-26.3pp | 27.35%-17.9pp | 578.59%-569.1pp |
| Employer contribution / active EE | $474 | $3,253-85.4% | $2,352-79.8% | $4,876-90.3% |
| Participant deferral / active EE | $474 | $4,027-88.2% | $3,142-84.9% | $5,439-91.3% |
| Admin fee / account holder | $1,100 | $11,285-90.3% | $5,801-81.0% | $10,886-89.9% |