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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 | $10,584 | $53,128-80.1% | $86,582-87.8% | $70,126-84.9% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 13.31% | 27.66%-14.4pp | 965.08%-951.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $648 | $2,068-68.7% | $2,839-77.2% | $2,343-72.3% |
| Participant deferral / active EE | $730 | $2,695-72.9% | $3,609-79.8% | $3,332-78.1% |
| Admin fee / account holder | $1,355 | $3,584-62.2% | $4,904-72.4% | $4,645-70.8% |