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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 | $13,015 | $50,947-74.5% | $74,549-82.5% | $64,173-79.7% |
| Participation rate | 24.3% | 61.1%-36.7pp | 69.1%-44.8pp | 69.6%-45.2pp |
| Annual return | 189.28% | -1.85%+191.1pp | 32.53%+156.7pp | 7.63%+181.6pp |
| Employer contribution / active EE | $265 | $1,115-76.2% | $1,961-86.5% | $2,381-88.9% |
| Participant deferral / active EE | $844 | $2,302-63.3% | $3,108-72.9% | $3,470-75.7% |
| Admin fee / account holder | $1,528 | $4,221-63.8% | $5,059-69.8% | $4,887-68.7% |