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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 | $23,709 | $90,170-73.7% | $150,734-84.3% | $69,733-66.0% |
| Participation rate | 18.0% | 60.2%-42.2pp | 78.4%-60.5pp | 62.5%-44.5pp |
| Annual return | 13.62% | 16.56%-2.9pp | 600.81%-587.2pp | 15.22%-1.6pp |
| Employer contribution / active EE | $523 | $3,428-84.8% | $4,918-89.4% | $2,250-76.8% |
| Participant deferral / active EE | $1,033 | $3,086-66.5% | $5,610-81.6% | $3,054-66.2% |
| Admin fee / account holder | $9,215 | $4,600+100.3% | $14,905-38.2% | $3,102+197.1% |