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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 | $25,692 | $87,059-70.5% | $105,608-75.7% | $80,925-68.3% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.7%-24.8pp |
| Annual return | 14.47% | 17.05%-2.6pp | 116.50%-102.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $665 | $2,396-72.2% | $3,167-79.0% | $2,756-75.9% |
| Participant deferral / active EE | $1,530 | $3,986-61.6% | $5,010-69.5% | $4,299-64.4% |
| Admin fee / account holder | $15,289 | $8,443+81.1% | $11,028+38.6% | $6,940+120.3% |