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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 | $13,810 | $47,553-71.0% | $136,867-89.9% | $69,733-80.2% |
| Participation rate | 41.3% | 61.4%-20.0pp | 74.5%-33.2pp | 62.5%-21.1pp |
| Annual return | 14.76% | -91.50%+106.3pp | 42.97%-28.2pp | 15.22%-0.5pp |
| Employer contribution / active EE | $386 | $2,087-81.5% | $3,547-89.1% | $2,250-82.9% |
| Participant deferral / active EE | $511 | $2,300-77.8% | $4,924-89.6% | $3,054-83.3% |
| Admin fee / account holder | $718 | $3,496-79.5% | $10,340-93.1% | $3,102-76.9% |