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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 | $13,589 | $70,666-80.8% | $169,385-92.0% | $75,181-81.9% |
| Participation rate | 22.2% | 64.8%-42.6pp | 77.2%-54.9pp | 67.2%-45.0pp |
| Annual return | 32.71% | 36.37%-3.7pp | 405.82%-373.1pp | 160.69%-128.0pp |
| Employer contribution / active EE | $499 | $2,210-77.4% | $4,012-87.6% | $2,671-81.3% |
| Participant deferral / active EE | $681 | $4,308-84.2% | $6,221-89.0% | $4,126-83.5% |
| Admin fee / account holder | $1,383 | $5,402-74.4% | $9,011-84.6% | $5,650-75.5% |