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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 | $13,102 | $68,878-81.0% | $120,574-89.1% | $80,935-83.8% |
| Participation rate | 66.7% | 61.7%+5.0pp | 71.9%-5.3pp | 67.7%-1.0pp |
| Annual return | 10.42% | 23.67%-13.3pp | 107.42%-97.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $659 | $2,065-68.1% | $3,471-81.0% | $2,757-76.1% |
| Participant deferral / active EE | $1,101 | $3,189-65.5% | $4,996-78.0% | $4,299-74.4% |
| Admin fee / account holder | $3,812 | $5,782-34.1% | $9,445-59.6% | $6,924-45.0% |