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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 | $13,449 | $69,590-80.7% | $136,867-90.2% | $94,015-85.7% |
| Participation rate | 44.4% | 66.3%-21.9pp | 74.5%-30.1pp | 70.8%-26.4pp |
| Annual return | 154.47% | 19.62%+134.9pp | 42.97%+111.5pp | 17.84%+136.6pp |
| Employer contribution / active EE | $574 | $2,396-76.1% | $3,547-83.8% | $2,790-79.4% |
| Participant deferral / active EE | $898 | $3,437-73.9% | $4,924-81.8% | $4,249-78.9% |
| Admin fee / account holder | $482 | $8,912-94.6% | $10,340-95.3% | $8,951-94.6% |