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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 | $17,319 | $48,364-64.2% | $71,796-75.9% | $62,881-72.5% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 5.30% | 13.16%-7.9pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $328 | $2,091-84.3% | $2,794-88.3% | $3,203-89.8% |
| Admin fee / account holder | $2,437 | $3,771-35.4% | $4,815-49.4% | $4,296-43.3% |