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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 | $11,407 | $53,128-78.5% | $86,582-86.8% | $70,126-83.7% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.3pp | 69.5%-31.3pp |
| Annual return | 14.04% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $557 | $2,068-73.1% | $2,839-80.4% | $2,343-76.2% |
| Participant deferral / active EE | $717 | $2,695-73.4% | $3,609-80.1% | $3,332-78.5% |
| Admin fee / account holder | $2,295 | $3,584-36.0% | $4,904-53.2% | $4,645-50.6% |