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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 | $12,753 | $88,707-85.6% | $74,184-82.8% | $273,972-95.3% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 187.40% | 11.94%+175.5pp | 17.74%+169.7pp | 41.46%+145.9pp |
| Employer contribution / active EE | $703 | $3,159-77.8% | $2,370-70.3% | $4,869-85.6% |
| Participant deferral / active EE | $965 | $4,212-77.1% | $3,550-72.8% | $5,287-81.8% |
| Admin fee / account holder | $899 | $8,717-89.7% | $5,586-83.9% | $10,133-91.1% |