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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 | $8,466 | $91,167-90.7% | $178,498-95.3% | $79,858-89.4% |
| Participation rate | 13.7% | 69.2%-55.5pp | 81.9%-68.2pp | 69.6%-55.9pp |
| Annual return | 25.67% | 24.19%+1.5pp | 151.09%-125.4pp | 31.72%-6.0pp |
| Employer contribution / active EE | $432 | $3,255-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $645 | $3,236-80.1% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $2,337 | $6,747-65.4% | $13,985-83.3% | $5,306-55.9% |