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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 | $15,613 | $90,170-82.7% | $150,734-89.6% | $69,733-77.6% |
| Participation rate | 28.5% | 60.2%-31.8pp | 78.4%-50.0pp | 62.5%-34.0pp |
| Annual return | 16.48% | 16.56%-0.1pp | 600.81%-584.3pp | 15.22%+1.3pp |
| Employer contribution / active EE | $540 | $3,428-84.2% | $4,918-89.0% | $2,250-76.0% |
| Participant deferral / active EE | $932 | $3,086-69.8% | $5,610-83.4% | $3,054-69.5% |
| Admin fee / account holder | $1,700 | $4,600-63.1% | $14,905-88.6% | $3,102-45.2% |