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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 | $17,323 | $63,861-72.9% | $104,625-83.4% | $79,852-78.3% |
| Participation rate | 34.6% | 64.9%-30.3pp | 74.1%-39.5pp | 69.6%-35.0pp |
| Annual return | 13.98% | 21.30%-7.3pp | 340.60%-326.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $694 | $1,588-56.3% | $2,681-74.1% | $2,471-71.9% |
| Participant deferral / active EE | $922 | $2,693-65.8% | $3,738-75.3% | $3,740-75.4% |
| Admin fee / account holder | $746 | $4,185-82.2% | $6,465-88.5% | $5,306-85.9% |