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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 | $14,122 | $85,766-83.5% | $136,297-89.6% | $70,124-79.9% |
| Participation rate | 14.3% | 74.2%-59.9pp | 81.9%-67.6pp | 69.5%-55.3pp |
| Annual return | 32.67% | 31.45%+1.2pp | 5156.19%-5123.5pp | 73.14%-40.5pp |
| Employer contribution / active EE | $633 | $2,966-78.6% | $4,696-86.5% | $2,342-73.0% |
| Participant deferral / active EE | $821 | $5,051-83.7% | $6,247-86.9% | $3,332-75.3% |
| Admin fee / account holder | $686 | $5,420-87.3% | $9,244-92.6% | $4,645-85.2% |