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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 | $15,383 | $71,230-78.4% | $93,727-83.6% | $80,959-81.0% |
| Participation rate | 18.6% | 60.4%-41.8pp | 68.7%-50.1pp | 67.7%-49.0pp |
| Annual return | 16.03% | 11.26%+4.8pp | 133.83%-117.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $432 | $1,565-72.4% | $2,421-82.2% | $2,757-84.3% |
| Participant deferral / active EE | $810 | $4,037-79.9% | $4,417-81.7% | $4,300-81.2% |
| Admin fee / account holder | $2,009 | $6,961-71.1% | $8,292-75.8% | $6,925-71.0% |