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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 | $18,261 | $65,041-71.9% | $90,965-79.9% | $79,858-77.1% |
| Participation rate | 15.4% | 61.6%-46.2pp | 69.0%-53.6pp | 69.6%-54.3pp |
| Annual return | 22.11% | 30.45%-8.3pp | 134.57%-112.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $419 | $1,247-66.4% | $2,122-80.3% | $2,471-83.0% |
| Participant deferral / active EE | $537 | $2,512-78.6% | $3,373-84.1% | $3,740-85.6% |
| Admin fee / account holder | $1,009 | $4,536-77.7% | $5,960-83.1% | $5,306-81.0% |