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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 | $12,694 | $84,236-84.9% | $170,435-92.6% | $70,126-81.9% |
| Participation rate | 57.4% | 70.8%-13.4pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 15.42% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $603 | $3,387-82.2% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $674 | $3,086-78.2% | $4,939-86.4% | $3,332-79.8% |
| Admin fee / account holder | $1,754 | $5,698-69.2% | $13,881-87.4% | $4,645-62.2% |