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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 | $13,727 | $84,236-83.7% | $170,435-91.9% | $70,126-80.4% |
| Participation rate | 36.7% | 70.8%-34.2pp | 83.6%-46.9pp | 69.5%-32.9pp |
| Annual return | 15.71% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $497 | $3,387-85.3% | $5,432-90.9% | $2,343-78.8% |
| Participant deferral / active EE | $673 | $3,086-78.2% | $4,939-86.4% | $3,332-79.8% |
| Admin fee / account holder | $908 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |