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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 | $17,558 | $48,364-63.7% | $71,796-75.5% | $62,881-72.1% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 15.19% | 13.16%+2.0pp | 78.04%-62.9pp | 20.14%-5.0pp |
| Employer contribution / active EE | $186 | $1,042-82.2% | $1,924-90.3% | $2,281-91.9% |
| Participant deferral / active EE | $819 | $2,091-60.9% | $2,794-70.7% | $3,203-74.4% |
| Admin fee / account holder | $361 | $3,771-90.4% | $4,815-92.5% | $4,296-91.6% |