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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 | $14,096 | $98,776-85.7% | $149,745-90.6% | $79,856-82.3% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.6%-20.6pp |
| Annual return | 17.05% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $600 | $3,217-81.3% | $4,646-87.1% | $2,471-75.7% |
| Participant deferral / active EE | $827 | $5,681-85.4% | $6,843-87.9% | $3,741-77.9% |
| Admin fee / account holder | $303 | $6,053-95.0% | $9,312-96.8% | $5,306-94.3% |