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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 | $10,755 | $84,236-87.2% | $170,439-93.7% | $70,124-84.7% |
| Participation rate | 34.8% | 70.8%-36.0pp | 83.6%-48.8pp | 69.5%-34.8pp |
| Annual return | 17.65% | 23.06%-5.4pp | 205.94%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $485 | $3,387-85.7% | $5,433-91.1% | $2,342-79.3% |
| Participant deferral / active EE | $692 | $3,086-77.6% | $4,939-86.0% | $3,332-79.2% |
| Admin fee / account holder | $517 | $5,698-90.9% | $13,881-96.3% | $4,645-88.9% |