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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 | $17,351 | $65,027-73.3% | $90,970-80.9% | $79,852-78.3% |
| Participation rate | 65.9% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 11.75% | 30.45%-18.7pp | 134.58%-122.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $539 | $1,247-56.8% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $954 | $2,512-62.0% | $3,373-71.7% | $3,740-74.5% |
| Admin fee / account holder | $3,369 | $4,535-25.7% | $5,960-43.5% | $5,306-36.5% |