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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 | $12,803 | $110,483-88.4% | $145,433-91.2% | $79,634-83.9% |
| Participation rate | 8.8% | 71.1%-62.3pp | 82.1%-73.3pp | 62.5%-53.7pp |
| Annual return | 44.95% | 24.62%+20.3pp | 66.58%-21.6pp | 36.46%+8.5pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $502 | $7,216-93.0% | $7,897-93.6% | $3,835-86.9% |
| Admin fee / account holder | $1,590 | $680+133.8% | $13,129-87.9% | $1,002+58.7% |