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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 | $13,132 | $99,652-86.8% | $78,778-83.3% | $147,586-91.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.43% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $316 | $2,796-88.7% | $1,986-84.1% | $4,876-93.5% |
| Participant deferral / active EE | $472 | $3,664-87.1% | $2,958-84.0% | $5,439-91.3% |
| Admin fee / account holder | $5,806 | $7,155-18.9% | $5,134+13.1% | $10,886-46.7% |