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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 | $13,851 | $91,179-84.8% | $178,499-92.2% | $79,852-82.7% |
| Participation rate | 35.4% | 69.2%-33.8pp | 81.9%-46.5pp | 69.6%-34.3pp |
| Annual return | 17.62% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $662 | $3,256-79.7% | $5,011-86.8% | $2,471-73.2% |
| Participant deferral / active EE | $874 | $3,236-73.0% | $5,202-83.2% | $3,740-76.6% |
| Admin fee / account holder | $356 | $6,749-94.7% | $13,986-97.5% | $5,306-93.3% |