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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 | $10,139 | $50,554-79.9% | $67,681-85.0% | $87,485-88.4% |
| Participation rate | 23.4% | 67.7%-44.3pp | 73.7%-50.3pp | 68.9%-45.5pp |
| Annual return | 21.67% | 17.81%+3.9pp | 590.58%-568.9pp | 26.06%-4.4pp |
| Employer contribution / active EE | $473 | $1,988-76.2% | $2,678-82.3% | $2,596-81.8% |
| Participant deferral / active EE | $887 | $2,961-70.1% | $3,976-77.7% | $4,274-79.2% |
| Admin fee / account holder | $741 | $4,132-82.1% | $6,100-87.9% | $7,775-90.5% |