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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 | $14,111 | $65,034-78.3% | $90,970-84.5% | $79,856-82.3% |
| Participation rate | 67.5% | 61.6%+5.9pp | 69.0%-1.5pp | 69.6%-2.2pp |
| Annual return | 13.62% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $392 | $1,247-68.6% | $2,122-81.5% | $2,471-84.1% |
| Participant deferral / active EE | $921 | $2,512-63.3% | $3,373-72.7% | $3,741-75.4% |
| Admin fee / account holder | $553 | $4,536-87.8% | $5,961-90.7% | $5,306-89.6% |