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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 | $13,557 | $105,210-87.1% | $159,487-91.5% | $85,851-84.2% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.8%-18.4pp | 69.3%-4.9pp |
| Annual return | 16.05% | 45.08%-29.0pp | 263.71%-247.7pp | 318.63%-302.6pp |
| Employer contribution / active EE | $667 | $3,319-79.9% | $4,831-86.2% | $2,565-74.0% |
| Participant deferral / active EE | $1,542 | $5,946-74.1% | $7,354-79.0% | $3,952-61.0% |
| Admin fee / account holder | $783 | $6,934-88.7% | $10,804-92.8% | $6,261-87.5% |