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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 | $21,192 | $66,813-68.3% | $100,528-78.9% | $73,493-71.2% |
| Participation rate | 19.1% | 77.5%-58.4pp | 79.4%-60.3pp | 70.7%-51.6pp |
| Annual return | 17.45% | 25.70%-8.3pp | 30.90%-13.4pp | 28.51%-11.1pp |
| Employer contribution / active EE | $468 | $2,147-78.2% | $3,419-86.3% | $2,270-79.4% |
| Participant deferral / active EE | $837 | $5,883-85.8% | $6,271-86.6% | $3,740-77.6% |
| Admin fee / account holder | $3,492 | $512+582.0% | $8,084-56.8% | $513+580.6% |