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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 | $13,365 | $43,423-69.2% | $78,676-83.0% | $55,167-75.8% |
| Participation rate | 67.3% | 68.0%-0.8pp | 73.6%-6.3pp | 69.0%-1.7pp |
| Annual return | 5.66% | 11.53%-5.9pp | 62.19%-56.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $737 | $1,997-63.1% | $2,850-74.1% | $1,963-62.4% |
| Participant deferral / active EE | $154 | $2,509-93.9% | $3,517-95.6% | $3,054-95.0% |
| Admin fee / account holder | $1,162 | $416+179.2% | $4,510-74.2% | $504+130.5% |