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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 | $13,608 | $56,894-76.1% | $84,753-83.9% | $62,881-78.4% |
| Participation rate | 14.9% | 68.5%-53.6pp | 76.6%-61.7pp | 69.3%-54.4pp |
| Annual return | 115.38% | 6.30%+109.1pp | 22.78%+92.6pp | 20.14%+95.2pp |
| Employer contribution / active EE | $517 | $2,400-78.5% | $3,574-85.5% | $2,281-77.3% |
| Participant deferral / active EE | $776 | $2,709-71.4% | $3,712-79.1% | $3,203-75.8% |
| Admin fee / account holder | $2,472 | $3,581-31.0% | $5,333-53.6% | $4,296-42.5% |