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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 | $15,983 | $62,672-74.5% | $185,117-91.4% | $70,126-77.2% |
| Participation rate | 16.9% | 63.8%-46.8pp | 77.3%-60.3pp | 69.5%-52.6pp |
| Annual return | 21.06% | 40.79%-19.7pp | 40.50%-19.4pp | 73.15%-52.1pp |
| Employer contribution / active EE | $492 | $1,753-71.9% | $4,182-88.2% | $2,343-79.0% |
| Participant deferral / active EE | $659 | $3,272-79.9% | $5,045-86.9% | $3,332-80.2% |
| Admin fee / account holder | $326 | $3,932-91.7% | $8,159-96.0% | $4,645-93.0% |