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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 | $21,591 | $102,385-78.9% | $147,080-85.3% | $80,935-73.3% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.0pp |
| Annual return | 12.45% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $870 | $3,717-76.6% | $4,933-82.4% | $2,757-68.4% |
| Participant deferral / active EE | $1,402 | $6,651-78.9% | $8,066-82.6% | $4,299-67.4% |
| Admin fee / account holder | $3,723 | $7,951-53.2% | $12,989-71.3% | $6,924-46.2% |