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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 | $16,935 | $65,027-74.0% | $90,970-81.4% | $79,852-78.8% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 15.11% | 30.45%-15.3pp | 134.58%-119.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $336 | $1,247-73.1% | $2,122-84.2% | $2,471-86.4% |
| Participant deferral / active EE | $561 | $2,512-77.7% | $3,373-83.4% | $3,740-85.0% |
| Admin fee / account holder | $7,627 | $4,535+68.2% | $5,960+28.0% | $5,306+43.7% |