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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 | $16,612 | $54,380-69.5% | $68,509-75.8% | $59,633-72.1% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 68.7%-11.5pp |
| Annual return | 15.68% | 2.83%+12.8pp | 8.27%+7.4pp | 2041.45%-2025.8pp |
| Employer contribution / active EE | $402 | $1,539-73.9% | $2,278-82.4% | $2,203-81.8% |
| Participant deferral / active EE | $1,002 | $2,643-62.1% | $3,382-70.4% | $3,192-68.6% |
| Admin fee / account holder | $847 | $3,885-78.2% | $5,275-83.9% | $4,297-80.3% |