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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 | $16,718 | $105,284-84.1% | $150,734-88.9% | $94,015-82.2% |
| Participation rate | 50.7% | 71.7%-21.1pp | 78.4%-27.8pp | 70.8%-20.2pp |
| Annual return | 20.90% | 15.67%+5.2pp | 600.81%-579.9pp | 17.84%+3.1pp |
| Employer contribution / active EE | $936 | $3,599-74.0% | $4,918-81.0% | $2,790-66.5% |
| Participant deferral / active EE | $1,820 | $4,274-57.4% | $5,610-67.6% | $4,249-57.2% |
| Admin fee / account holder | $1,657 | $9,839-83.2% | $14,905-88.9% | $8,951-81.5% |