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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 | $13,178 | $91,179-85.5% | $178,499-92.6% | $79,852-83.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 14.27% | 24.19%-9.9pp | 151.10%-136.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $515 | $3,256-84.2% | $5,011-89.7% | $2,471-79.2% |
| Participant deferral / active EE | $781 | $3,236-75.9% | $5,202-85.0% | $3,740-79.1% |
| Admin fee / account holder | $3,196 | $6,749-52.6% | $13,986-77.1% | $5,306-39.8% |