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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 | $15,054 | $63,346-76.2% | $92,240-83.7% | $70,126-78.5% |
| Participation rate | 34.6% | 68.7%-34.1pp | 76.5%-41.9pp | 69.5%-34.9pp |
| Annual return | 20.96% | 530.19%-509.2pp | 176.29%-155.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $574 | $2,471-76.8% | $3,680-84.4% | $2,343-75.5% |
| Participant deferral / active EE | $1,097 | $2,854-61.6% | $3,897-71.9% | $3,332-67.1% |
| Admin fee / account holder | $308 | $3,841-92.0% | $5,194-94.1% | $4,645-93.4% |